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Keating Financial Advisory Services’s HealthEquity HQY Stock Holding History

Keating Financial Advisory Services’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 		$234K Sell
2,592
-1,280
-33% -$109K 0.03% 335
2026
Q1 		$324K Sell
3,872
-16,540
-81% -$1.36M 0.05% 246
2025
Q4 		$1.87M Buy
+20,412
New +$1.95M 0.25% 67

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

Keating Financial Advisory Services's HQY Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its HealthEquity (HQY) stake by 33% in Q2 2026, selling an estimated $109K and leaving 2,592 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #335.

Keating Financial Advisory Services first reported a position in HQY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.87M in Q4 2025. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Keating Financial Advisory Services held 2,592 shares of HealthEquity worth $234K as of Q2 2026.
  • Keating Financial Advisory Services sold 1,280 HealthEquity shares in Q2 2026, an estimated $109K.
  • HealthEquity made up 0.03% of Keating Financial Advisory Services's portfolio in Q2 2026, its #335 holding.
  • Keating Financial Advisory Services first reported a position in HealthEquity in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's HealthEquity position peaked at $1.87M in Q4 2025.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.