Lloyd Advisory Services’s HealthEquity HQY Stock Holding History

Lloyd 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	–	Sell	-18	Closed	-$1.5K	–	794
2026 Q1	$1.5K	Buy	+18	New	+$1.48K	﹤0.01%	707

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Lloyd Advisory Services sold out of HealthEquity (HQY) in Q2 2026, closing a stake of 18 shares — an estimated $1.5K sold.

Lloyd Advisory Services first reported a position in HQY in Q1 2026 and held it in 1 quarter. The position peaked at $1.5K in Q1 2026. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Lloyd Advisory Services reported no remaining HealthEquity position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 18 HealthEquity shares in Q2 2026, an estimated $1.5K.
Lloyd Advisory Services first reported a position in HealthEquity in Q1 2026 and held it in 1 quarter.
Lloyd Advisory Services's HealthEquity position peaked at $1.5K in Q1 2026.
498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.