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Integrated Wealth Concepts’s HealthEquity HQY Stock Holding History

Integrated Wealth Concepts’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 		$1.35M Buy
14,949
+554
+4% +$47K 0.01% 1038
2026
Q1 		$1.2M Buy
+14,395
New +$1.18M 0.01% 1013

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 $3.37T AUM 44.26% 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

Integrated Wealth Concepts's HQY Position: Q2 2026 in Review

Integrated Wealth Concepts increased its HealthEquity (HQY) stake by 3.8% in Q2 2026, buying an estimated $47K and bringing the position to 14,949 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #1038.

Integrated Wealth Concepts first reported a position in HQY in Q1 2026 and has held it in 2 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Integrated Wealth Concepts held 14,949 shares of HealthEquity worth $1.35M as of Q2 2026.
  • Integrated Wealth Concepts bought 554 HealthEquity shares in Q2 2026, an estimated $47K.
  • HealthEquity made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1038 holding.
  • Integrated Wealth Concepts first reported a position in HealthEquity in Q1 2026 and has held it in 2 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.