Institute for Wealth Management’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 | $889K | Sell |
9,842
-665
| -6% | -$56.4K | 0.08% | 220 |
|
|
2026
Q1 | $878K | Sell |
10,507
-109
| -1% | -$8.94K | 0.09% | 220 |
|
|
2025
Q4 | $973K | Sell |
10,616
-2,947
| -22% | -$282K | 0.1% | 196 |
|
|
2025
Q3 | $1.29M | Buy |
13,563
+7,187
| +113% | +$676K | 0.13% | 156 |
|
|
2025
Q2 | $668K | Sell |
6,376
-68
| -1% | -$6.45K | 0.07% | 258 |
|
|
2025
Q1 | $569K | Sell |
6,444
-110
| -2% | -$11.3K | 0.07% | 269 |
|
|
2024
Q4 | $629K | Sell |
6,554
-12
| -0.2% | -$1.12K | 0.08% | 248 |
|
|
2024
Q3 | $537K | Sell |
6,566
-123
| -2% | -$9.49K | 0.07% | 283 |
|
|
2024
Q2 | $577K | Sell |
6,689
-80
| -1% | -$6.46K | 0.08% | 253 |
|
|
2024
Q1 | $553K | Hold |
6,769
| – | – | 0.07% | 272 |
|
|
2023
Q4 | $449K | Sell |
6,769
-17
| -0.3% | -$1.18K | 0.07% | 293 |
|
|
2023
Q3 | $496K | Sell |
6,786
-57
| -0.8% | -$3.85K | 0.09% | 263 |
|
|
2023
Q2 | $432K | Buy |
6,843
+179
| +3% | +$10.4K | 0.07% | 293 |
|
|
2023
Q1 | $391K | Hold |
6,664
| – | – | 0.07% | 301 |
|
|
2022
Q4 | $411K | Sell |
6,664
-177
| -3% | -$11.9K | 0.09% | 295 |
|
|
2022
Q3 | $460K | Hold |
6,841
| – | – | 0.1% | 252 |
|
|
2022
Q2 | $420K | Hold |
6,841
| – | – | 0.08% | 310 |
|
|
2022
Q1 | $461K | Buy |
6,841
+7
| +0.1% | +$378 | 0.07% | 309 |
|
|
2021
Q4 | $302K | Sell |
6,834
-355
| -5% | -$20.7K | 0.05% | 377 |
|
|
2021
Q3 | $466K | Sell |
7,189
-18
| -0.2% | -$1.25K | 0.08% | 289 |
|
|
2021
Q2 | $580K | Hold |
7,207
| – | – | 0.1% | 241 |
|
|
2021
Q1 | $490K | Sell |
7,207
-47
| -0.6% | -$3.69K | 0.09% | 271 |
|
|
2020
Q4 | $506K | Sell |
7,254
-65
| -0.9% | -$4.04K | 0.1% | 250 |
|
|
2020
Q3 | $376K | Sell |
7,319
-260
| -3% | -$14.3K | 0.09% | 277 |
|
|
2020
Q2 | $445K | Buy |
7,579
+45
| +0.6% | +$2.49K | 0.11% | 254 |
|
|
2020
Q1 | $381K | Sell |
7,534
-291
| -4% | -$19.3K | 0.12% | 236 |
|
|
2019
Q4 | $580K | Sell |
7,825
-329
| -4% | -$20.5K | 0.13% | 222 |
|
|
2019
Q3 | $466K | Sell |
8,154
-98
| -1% | -$6.5K | 0.12% | 247 |
|
|
2019
Q2 | $540K | Sell |
8,252
-240
| -3% | -$16.7K | 0.12% | 243 |
|
|
2019
Q1 | $628K | Hold |
8,492
| – | – | 0.14% | 202 |
|
|
2018
Q4 | $507K | Buy |
+8,492
| New | +$685K | 0.21% | 146 |
|
|
2018
Q1 | – | Sell |
-6,775
| Closed | -$315K | – | 316 |
|
|
2017
Q4 | $315K | Buy |
+6,775
| New | +$335K | 0.07% | 297 |
|
Other funds holding HQY
WA
Institute for Wealth Management's HQY Position: Q2 2026 in Review
Institute for Wealth Management reduced its HealthEquity (HQY) stake by 6.3% in Q2 2026, selling an estimated $56.4K and leaving 9,842 shares worth $889K. The position accounts for 0.08% of the portfolio, ranked #220.
Institute for Wealth Management first reported a position in HQY in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.29M in Q3 2025. 496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.
- Institute for Wealth Management held 9,842 shares of HealthEquity worth $889K as of Q2 2026.
- Institute for Wealth Management sold 665 HealthEquity shares in Q2 2026, an estimated $56.4K.
- HealthEquity made up 0.08% of Institute for Wealth Management's portfolio in Q2 2026, its #220 holding.
- Institute for Wealth Management first reported a position in HealthEquity in Q4 2017 and has held it in 32 quarters since.
- Institute for Wealth Management's HealthEquity position peaked at $1.29M in Q3 2025.
- 496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.