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Intentional Wealth Strategies’s HealthEquity HQY Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-8
Closed -$669 – 434
2026
Q1 		$669 Buy
+8
New +$656 ﹤0.01% 820

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

Intentional Wealth Strategies's HQY Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of HealthEquity (HQY) in Q2 2026, closing a stake of 8 shares — an estimated $669 sold.

Intentional Wealth Strategies first reported a position in HQY in Q1 2026 and held it in 1 quarter. The position peaked at $669 in Q1 2026. 496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining HealthEquity position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 8 HealthEquity shares in Q2 2026, an estimated $669.
  • Intentional Wealth Strategies first reported a position in HealthEquity in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's HealthEquity position peaked at $669 in Q1 2026.
  • 496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.