Inspirion Wealth Advisors’s HealthEquity HQY Stock Holding History

Inspirion Wealth Advisors’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	$6M	Hold	65,000	–	–	0.69%	22
2026 Q1	$5.43M	Hold	65,000	–	–	0.68%	22
2025 Q4	$5.95M	Sell	65,000 -10,005	-13%	-$958K	0.73%	23
2025 Q3	$6.14M	Buy	75,005 +10,005	+15%	+$942K	0.86%	19
2025 Q2	$6.81M	Hold	65,000	–	–	0.9%	20
2025 Q1	$5.74M	Sell	65,000 -10,005	-13%	-$1.03M	0.8%	20
2024 Q4	$7.4M	Hold	75,005	–	–	1.03%	19
2024 Q3	$6.14M	Hold	75,005	–	–	0.86%	19
2024 Q2	$6.47M	Hold	75,005	–	–	0.99%	18
2024 Q1	$6.12M	Sell	75,005 -10,000	-12%	-$781K	1.01%	18
2023 Q4	$5.62M	Buy	85,005 +5	+0%	+$347	1.01%	19
2023 Q3	$6.21M	Hold	85,000	–	–	1.21%	18
2023 Q2	$5.37M	Hold	85,000	–	–	1.03%	19
2023 Q1	$4.99M	Hold	85,000	–	–	1%	19
2022 Q4	$5.24M	Sell	85,000 -6,485	-7%	-$436K	1.11%	20
2022 Q3	$6.14M	Hold	91,485	–	–	1.39%	18
2022 Q2	$5.62M	Hold	91,485	–	–	1.23%	20
2022 Q1	$6.17M	Hold	91,485	–	–	1.26%	19
2021 Q4	$4.05M	Hold	91,485	–	–	0.85%	21
2021 Q3	$5.92M	Hold	91,485	–	–	1.36%	17
2021 Q2	$7.36M	Buy	91,485 +67,485	+281%	+$5.14M	1.81%	12
2021 Q1	$1.63M	Sell	24,000 -24,000	-50%	-$1.89M	0.43%	26
2020 Q4	$3.35M	Sell	48,000 -12,000	-20%	-$746K	0.94%	19
2020 Q3	$3.08M	Hold	60,000	–	–	1.06%	17
2020 Q2	$3.52M	Sell	60,000 -10,000	-14%	-$553K	1.38%	15
2020 Q1	$3.54M	Hold	70,000	–	–	1.75%	14
2019 Q4	$5.18M	Hold	70,000	–	–	1.75%	13
2019 Q3	$4M	Hold	70,000	–	–	1.75%	13
2019 Q2	$4.58M	Sell	70,000 -16,700	-19%	-$1.16M	1.98%	11
2019 Q1	$6.41M	Hold	86,700	–	–	2.84%	11
2018 Q4	$5.17M	Sell	86,700 -13,300	-13%	-$1.07M	2.58%	11
2018 Q3	$9.44M	Buy	+100,000	New	+$8.61M	4%	10

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Inspirion Wealth Advisors's HQY Position: Q2 2026 in Review

Inspirion Wealth Advisors held its HealthEquity (HQY) position steady in Q2 2026 at 65,000 shares worth $6M. The position accounts for 0.69% of the portfolio, ranked #22.

Inspirion Wealth Advisors first reported a position in HQY in Q3 2018 and has held it in 32 quarters since. The position peaked at $9.44M in Q3 2018. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Inspirion Wealth Advisors held 65,000 shares of HealthEquity worth $6M as of Q2 2026.
Inspirion Wealth Advisors left its HealthEquity share count unchanged in Q2 2026.
HealthEquity made up 0.69% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #22 holding.
Inspirion Wealth Advisors first reported a position in HealthEquity in Q3 2018 and has held it in 32 quarters since.
Inspirion Wealth Advisors's HealthEquity position peaked at $9.44M in Q3 2018.
500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.