IFP Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $55.5K | Buy |
614
+488
| +387% | +$41.4K | ﹤0.01% | 2337 |
|
|
2026
Q1 | $10.5K | Buy |
126
+76
| +152% | +$6.24K | ﹤0.01% | 3124 |
|
|
2025
Q4 | $4.58K | Sell |
50
-721
| -94% | -$69K | ﹤0.01% | 3459 |
|
|
2025
Q3 | $73.1K | Buy |
771
+727
| +1,652% | +$68.4K | ﹤0.01% | 1871 |
|
|
2025
Q2 | $10.1K | Buy |
44
+13
| +42% | +$1.23K | ﹤0.01% | 2917 |
|
|
2025
Q1 | $2.74K | Hold |
31
| – | – | ﹤0.01% | 3043 |
|
|
2024
Q4 | $2.98K | Buy |
31
+22
| +244% | +$2.05K | ﹤0.01% | 2964 |
|
|
2024
Q3 | $737 | Sell |
9
-14
| -61% | -$1.08K | ﹤0.01% | 3112 |
|
|
2024
Q2 | $1.98K | Hold |
23
| – | – | ﹤0.01% | 2818 |
|
|
2024
Q1 | $1.88K | Sell |
23
-791
| -97% | -$61.8K | ﹤0.01% | 2717 |
|
|
2023
Q4 | $54K | Buy |
+814
| New | +$56.4K | ﹤0.01% | 1516 |
|
|
2023
Q3 | – | Sell |
-30
| Closed | -$1.89K | – | 3420 |
|
|
2023
Q2 | $1.89K | Sell |
30
-32
| -52% | -$1.86K | ﹤0.01% | 2899 |
|
|
2023
Q1 | $4.72K | Sell |
62
-47
| -43% | -$2.85K | ﹤0.01% | 2591 |
|
|
2022
Q4 | $9K | Buy |
109
+62
| +132% | +$4.17K | ﹤0.01% | 3449 |
|
|
2022
Q3 | $4K | Hold |
47
| – | – | ﹤0.01% | 4123 |
|
|
2022
Q2 | $4K | Hold |
47
| – | – | ﹤0.01% | 3885 |
|
|
2022
Q1 | $4K | Buy |
47
+27
| +135% | +$1.46K | ﹤0.01% | 3884 |
|
|
2021
Q4 | $1K | Buy |
+20
| New | +$1.17K | ﹤0.01% | 3021 |
|
|
2021
Q3 | – | Sell |
-2
| Closed | – | – | 3409 |
|
|
2021
Q2 | $0 | Buy |
+2
| New | +$152 | ﹤0.01% | 3132 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$5.49K | – | 2911 |
|
|
2020
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 2006 |
|
|
2020
Q1 | $6K | Sell |
100
-59
| -37% | -$3.92K | ﹤0.01% | 1992 |
|
|
2019
Q4 | $11K | Buy |
159
+39
| +33% | +$2.43K | ﹤0.01% | 1876 |
|
|
2019
Q3 | $7K | Buy |
+120
| New | +$7.96K | ﹤0.01% | 2219 |
|
|
2019
Q1 | $4K | Sell |
55
-174
| -76% | -$12.2K | ﹤0.01% | 1927 |
|
|
2018
Q4 | $13K | Buy |
229
+127
| +125% | +$10.2K | ﹤0.01% | 2359 |
|
|
2018
Q3 | $10K | Hold |
102
| – | – | ﹤0.01% | 2849 |
|
|
2018
Q2 | $8K | Sell |
102
-515
| -83% | -$37K | ﹤0.01% | 3030 |
|
|
2018
Q1 | $29K | Hold |
617
| – | – | ﹤0.01% | 2155 |
|
|
2017
Q4 | $29K | Sell |
617
-135
| -18% | -$6.68K | ﹤0.01% | 2181 |
|
|
2017
Q3 | $38K | Sell |
752
-476
| -39% | -$22.2K | ﹤0.01% | 2161 |
|
|
2017
Q2 | $61K | Buy |
1,228
+1,157
| +1,630% | +$54.1K | ﹤0.01% | 1831 |
|
|
2017
Q1 | $3K | Hold |
71
| – | – | ﹤0.01% | 3524 |
|
|
2016
Q4 | $3K | Hold |
71
| – | – | ﹤0.01% | 3518 |
|
|
2016
Q3 | $3K | Buy |
+71
| New | +$2.25K | ﹤0.01% | 3453 |
|
|
2016
Q2 | – | Sell |
-55
| Closed | -$4K | – | 3921 |
|
|
2016
Q1 | $4K | Buy |
+55
| New | +$1.18K | ﹤0.01% | 1925 |
|
Other funds holding HQY
WA
IFP Advisors's HQY Position: Q2 2026 in Review
IFP Advisors increased its HealthEquity (HQY) stake by 387% in Q2 2026, buying an estimated $41.4K and bringing the position to 614 shares worth $55.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2337.
IFP Advisors first reported a position in HQY in Q1 2016 and has held it in 35 quarters since. The position peaked at $73.1K in Q3 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.
- IFP Advisors held 614 shares of HealthEquity worth $55.5K as of Q2 2026.
- IFP Advisors bought 488 HealthEquity shares in Q2 2026, an estimated $41.4K.
- HealthEquity made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2337 holding.
- IFP Advisors first reported a position in HealthEquity in Q1 2016 and has held it in 35 quarters since.
- IFP Advisors's HealthEquity position peaked at $73.1K in Q3 2025.
- 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.