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Kemnay Advisory Services’s HealthEquity HQY Stock Holding History

Kemnay 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 		$39.5K Sell
437
-60
-12% -$5.09K 0.01% 371
2026
Q1 		$41.5K Sell
497
-527
-51% -$43.2K 0.01% 326
2025
Q4 		$93.8K Buy
+1,024
New +$98K 0.01% 180

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

Kemnay Advisory Services's HQY Position: Q2 2026 in Review

Kemnay Advisory Services reduced its HealthEquity (HQY) stake by 12% in Q2 2026, selling an estimated $5.09K and leaving 437 shares worth $39.5K. The position accounts for 0.01% of the portfolio, ranked #371.

Kemnay Advisory Services first reported a position in HQY in Q4 2025 and has held it in 3 quarters since. The position peaked at $93.8K in Q4 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Kemnay Advisory Services held 437 shares of HealthEquity worth $39.5K as of Q2 2026.
  • Kemnay Advisory Services sold 60 HealthEquity shares in Q2 2026, an estimated $5.09K.
  • HealthEquity made up 0.01% of Kemnay Advisory Services's portfolio in Q2 2026, its #371 holding.
  • Kemnay Advisory Services first reported a position in HealthEquity in Q4 2025 and has held it in 3 quarters since.
  • Kemnay Advisory Services's HealthEquity position peaked at $93.8K in Q4 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Kemnay Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.