KAS
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Kestra Advisory Services’s HealthEquity HQY Stock Holding History

Kestra 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
Q1 		– Sell
-713
Closed -$65.3K – 3681
2025
Q4 		$65.3K Buy
+713
New +$68.3K ﹤0.01% 3766
2025
Q1 		– Sell
-25,546
Closed -$2.45M – 2820
2024
Q4 		$2.45M Buy
25,546
+5,650
+28% +$526K 0.01% 898
2024
Q3 		$1.63M Buy
+19,896
New +$1.54M 0.01% 1070

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

Kestra Advisory Services's HQY Position: Q1 2026 in Review

Kestra Advisory Services sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 713 shares — an estimated $65.3K sold.

Kestra Advisory Services first reported a position in HQY in Q3 2024 and held it in 3 quarters. The position peaked at $2.45M in Q4 2024. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Kestra Advisory Services reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 713 HealthEquity shares in Q1 2026, an estimated $65.3K.
  • Kestra Advisory Services first reported a position in HealthEquity in Q3 2024 and held it in 3 quarters.
  • Kestra Advisory Services's HealthEquity position peaked at $2.45M in Q4 2024.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.