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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
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 $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Keebeck Wealth Management's HQY Position: Q1 2026 in Review

Keebeck Wealth Management increased its HealthEquity (HQY) stake by 13% in Q1 2026, buying an estimated $51.4K and bringing the position to 5,373 shares worth $449K. The position accounts for 0.05% of the portfolio, ranked #245.

Keebeck Wealth Management first reported a position in HQY in Q2 2025 and has held it in 4 quarters since. The position peaked at $472K in Q2 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Keebeck Wealth Management held 5,373 shares of HealthEquity worth $449K as of Q1 2026.
  • Keebeck Wealth Management bought 627 HealthEquity shares in Q1 2026, an estimated $51.4K.
  • HealthEquity made up 0.05% of Keebeck Wealth Management's portfolio in Q1 2026, its #245 holding.
  • Keebeck Wealth Management first reported a position in HealthEquity in Q2 2025 and has held it in 4 quarters since.
  • Keebeck Wealth Management's HealthEquity position peaked at $472K in Q2 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.