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Larson Financial Group’s HealthEquity HQY Stock Holding History

Larson Financial Group’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 		$36.6K Buy
405
+122
+43% +$10.3K ﹤0.01% 1663
2026
Q1 		$23.6K Buy
283
+21
+8% +$1.72K ﹤0.01% 1754
2025
Q4 		$24K Sell
262
-366
-58% -$35K ﹤0.01% 1609
2025
Q3 		$59.5K Buy
628
+123
+24% +$11.6K ﹤0.01% 1088
2025
Q2 		$52.9K Sell
505
-184
-27% -$17.4K ﹤0.01% 1049
2025
Q1 		$60.9K Buy
689
+642
+1,366% +$65.8K ﹤0.01% 946
2024
Q4 		$4.51K Buy
+47
New +$4.38K ﹤0.01% 1695

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

Larson Financial Group's HQY Position: Q2 2026 in Review

Larson Financial Group increased its HealthEquity (HQY) stake by 43% in Q2 2026, buying an estimated $10.3K and bringing the position to 405 shares worth $36.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

Larson Financial Group first reported a position in HQY in Q4 2024 and has held it in 7 quarters since. The position peaked at $60.9K in Q1 2025. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Larson Financial Group held 405 shares of HealthEquity worth $36.6K as of Q2 2026.
  • Larson Financial Group bought 122 HealthEquity shares in Q2 2026, an estimated $10.3K.
  • HealthEquity made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1663 holding.
  • Larson Financial Group first reported a position in HealthEquity in Q4 2024 and has held it in 7 quarters since.
  • Larson Financial Group's HealthEquity position peaked at $60.9K in Q1 2025.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.