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Juncture Wealth Strategies’s HealthEquity HQY Stock Holding History

Juncture 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 		$367K Buy
+4,065
New +$345K 0.1% 133

Other funds holding HQY

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Juncture Wealth Strategies opened a new position in HealthEquity (HQY) in Q2 2026: 4,065 shares worth $367K. The stake represents 0.1% of the portfolio and ranks #133 among its holdings.

56 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Juncture Wealth Strategies held 4,065 shares of HealthEquity worth $367K as of Q2 2026.
  • HealthEquity was a new Juncture Wealth Strategies position in Q2 2026.
  • HealthEquity made up 0.1% of Juncture Wealth Strategies's portfolio in Q2 2026, its #133 holding.
  • 56 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.