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Keebeck Wealth Management’s HealthEquity HQY Stock Holding History

Keebeck Wealth Management’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 		$457K Sell
5,061
-312
-6% -$26.4K 0.04% 272
2026
Q1 		$449K Buy
5,373
+627
+13% +$51.4K 0.05% 245
2025
Q4 		$435K Buy
4,746
+1,723
+57% +$165K 0.05% 240
2025
Q3 		$286K Sell
3,023
-1,484
-33% -$140K 0.03% 308
2025
Q2 		$472K Buy
+4,507
New +$427K 0.06% 212

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

Keebeck Wealth Management's HQY Position: Q2 2026 in Review

Keebeck Wealth Management reduced its HealthEquity (HQY) stake by 5.8% in Q2 2026, selling an estimated $26.4K and leaving 5,061 shares worth $457K. The position accounts for 0.04% of the portfolio, ranked #272.

Keebeck Wealth Management first reported a position in HQY in Q2 2025 and has held it in 5 quarters since. The position peaked at $472K in Q2 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Keebeck Wealth Management held 5,061 shares of HealthEquity worth $457K as of Q2 2026.
  • Keebeck Wealth Management sold 312 HealthEquity shares in Q2 2026, an estimated $26.4K.
  • HealthEquity made up 0.04% of Keebeck Wealth Management's portfolio in Q2 2026, its #272 holding.
  • Keebeck Wealth Management first reported a position in HealthEquity in Q2 2025 and has held it in 5 quarters since.
  • Keebeck Wealth Management's HealthEquity position peaked at $472K in Q2 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.