JWA
HQY icon

JFS Wealth Advisors’s HealthEquity HQY Stock Holding History

JFS 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 		$6.05K Buy
67
+3
+5% +$254 ﹤0.01% 1209
2026
Q1 		$5.35K Buy
64
+2
+3% +$164 ﹤0.01% 1175
2025
Q4 		$5.68K Buy
62
+17
+38% +$1.63K ﹤0.01% 1186
2025
Q3 		$4.26K Hold
45
– – ﹤0.01% 1188
2025
Q2 		$4.71K Sell
45
-1
-2% -$95 ﹤0.01% 1107
2025
Q1 		$4.07K Buy
46
+1
+2% +$103 ﹤0.01% 1210
2024
Q4 		$4.32K Hold
45
– – ﹤0.01% 1185
2024
Q3 		$3.68K Buy
45
+1
+2% +$77 ﹤0.01% 1233
2024
Q2 		$3.79K Hold
44
– – ﹤0.01% 1175
2024
Q1 		$3.59K Hold
44
– – ﹤0.01% 1226
2023
Q4 		$2.92K Sell
44
-1
-2% -$69 ﹤0.01% 1271
2023
Q3 		$3.29K Buy
45
+3
+7% +$203 ﹤0.01% 1175
2023
Q2 		$2.65K Hold
42
– – ﹤0.01% 1276
2023
Q1 		$2.47K Sell
42
-4
-9% -$243 ﹤0.01% 1280
2022
Q4 		$2.83K Sell
46
-6
-12% -$403 ﹤0.01% 1232
2022
Q3 		$3K Sell
52
-12
-19% -$759 ﹤0.01% 1180
2022
Q2 		$4K Buy
64
+30
+88% +$1.92K ﹤0.01% 1078
2022
Q1 		$2K Buy
34
+21
+162% +$1.13K ﹤0.01% 1425
2021
Q4 		$1K Buy
+13
New +$757 ﹤0.01% 1397

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

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

JFS Wealth Advisors increased its HealthEquity (HQY) stake by 4.7% in Q2 2026, buying an estimated $254 and bringing the position to 67 shares worth $6.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

JFS Wealth Advisors first reported a position in HQY in Q4 2021 and has held it in 19 quarters since. 496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • JFS Wealth Advisors held 67 shares of HealthEquity worth $6.05K as of Q2 2026.
  • JFS Wealth Advisors bought 3 HealthEquity shares in Q2 2026, an estimated $254.
  • HealthEquity made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1209 holding.
  • JFS Wealth Advisors first reported a position in HealthEquity in Q4 2021 and has held it in 19 quarters since.
  • 496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.