HFS
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Hughes Financial Services’s HealthEquity HQY Stock Holding History

Hughes Financial Services’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$181 Sell
2
-1
-33% -$85 ﹤0.01% 1294
2026
Q1 		$251 Buy
+3
New +$246 ﹤0.01% 1051
2025
Q2 		– Sell
-7
Closed -$609 – 1131
2025
Q1 		$609 Buy
+7
New +$718 ﹤0.01% 794

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Hughes Financial Services's HQY Position: Q2 2026 in Review

Hughes Financial Services reduced its HealthEquity (HQY) stake by 33% in Q2 2026, selling an estimated $85 and leaving 2 shares worth $181. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Hughes Financial Services first reported a position in HQY in Q1 2025 and has held it in 3 quarters since. The position peaked at $609 in Q1 2025. 501 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Hughes Financial Services held 2 shares of HealthEquity worth $181 as of Q2 2026.
  • Hughes Financial Services sold 1 HealthEquity share in Q2 2026, an estimated $85.
  • HealthEquity made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1294 holding.
  • Hughes Financial Services first reported a position in HealthEquity in Q1 2025 and has held it in 3 quarters since.
  • Hughes Financial Services's HealthEquity position peaked at $609 in Q1 2025.
  • 501 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.