LPL Financial’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.98M | Sell |
21,918
-98,155
| -82% | -$8.32M | ﹤0.01% | 3753 |
|
|
2026
Q1 | $10M | Sell |
120,073
-23,775
| -17% | -$1.95M | ﹤0.01% | 1994 |
|
|
2025
Q4 | $13.2M | Sell |
143,848
-1,477
| -1% | -$141K | ﹤0.01% | 1706 |
|
|
2025
Q3 | $13.8M | Buy |
145,325
+105,923
| +269% | +$9.97M | ﹤0.01% | 1611 |
|
|
2025
Q2 | $4.13M | Sell |
39,402
-2,582
| -6% | -$245K | ﹤0.01% | 2471 |
|
|
2025
Q1 | $3.53M | Sell |
41,984
-272
| -0.6% | -$27.9K | ﹤0.01% | 2433 |
|
|
2024
Q4 | $4.21M | Buy |
42,256
+4,451
| +12% | +$415K | ﹤0.01% | 2221 |
|
|
2024
Q3 | $3.09M | Buy |
37,805
+2,568
| +7% | +$198K | ﹤0.01% | 2349 |
|
|
2024
Q2 | $3.04M | Sell |
35,237
-1,126
| -3% | -$91K | ﹤0.01% | 2249 |
|
|
2024
Q1 | $2.97M | Sell |
36,363
-1,011
| -3% | -$78.9K | ﹤0.01% | 2190 |
|
|
2023
Q4 | $2.48M | Buy |
37,374
+1,453
| +4% | +$101K | ﹤0.01% | 2233 |
|
|
2023
Q3 | $2.64M | Buy |
35,921
+3,202
| +10% | +$216K | ﹤0.01% | 2078 |
|
|
2023
Q2 | $2.07M | Sell |
32,719
-4,573
| -12% | -$265K | ﹤0.01% | 2219 |
|
|
2023
Q1 | $2.19M | Sell |
37,292
-5,315
| -12% | -$323K | ﹤0.01% | 2077 |
|
|
2022
Q4 | $2.62M | Buy |
42,607
+1,363
| +3% | +$91.6K | ﹤0.01% | 1878 |
|
|
2022
Q3 | $2.77M | Buy |
41,244
+810
| +2% | +$51.3K | ﹤0.01% | 1762 |
|
|
2022
Q2 | $2.48M | Buy |
40,434
+1,934
| +5% | +$124K | ﹤0.01% | 1870 |
|
|
2022
Q1 | $2.59M | Buy |
38,500
+4,438
| +13% | +$240K | ﹤0.01% | 1851 |
|
|
2021
Q4 | $1.5M | Buy |
34,062
+188
| +0.6% | +$10.9K | ﹤0.01% | 2313 |
|
|
2021
Q3 | $2.2M | Buy |
33,874
+3,760
| +12% | +$261K | ﹤0.01% | 1970 |
|
|
2021
Q2 | $2.42M | Buy |
30,114
+7,081
| +31% | +$539K | ﹤0.01% | 1816 |
|
|
2021
Q1 | $1.57M | Buy |
23,033
+964
| +4% | +$75.7K | ﹤0.01% | 2024 |
|
|
2020
Q4 | $1.54M | Buy |
22,069
+299
| +1% | +$18.6K | ﹤0.01% | 1860 |
|
|
2020
Q3 | $1.12M | Buy |
21,770
+21
| +0.1% | +$1.15K | ﹤0.01% | 1861 |
|
|
2020
Q2 | $1.28M | Buy |
21,749
+2,432
| +13% | +$134K | ﹤0.01% | 1656 |
|
|
2020
Q1 | $977K | Sell |
19,317
-2,336
| -11% | -$155K | ﹤0.01% | 1624 |
|
|
2019
Q4 | $1.6M | Buy |
21,653
+28
| +0.1% | +$1.75K | ﹤0.01% | 1516 |
|
|
2019
Q3 | $1.24M | Sell |
21,625
-268
| -1% | -$17.8K | ﹤0.01% | 1582 |
|
|
2019
Q2 | $1.43M | Buy |
21,893
+5,048
| +30% | +$351K | ﹤0.01% | 1466 |
|
|
2019
Q1 | $1.25M | Sell |
16,845
-332
| -2% | -$23.3K | ﹤0.01% | 1505 |
|
|
2018
Q4 | $1.02M | Buy |
17,177
+409
| +2% | +$33K | ﹤0.01% | 1520 |
|
|
2018
Q3 | $1.58M | Sell |
16,768
-257
| -2% | -$22.1K | ﹤0.01% | 1338 |
|
|
2018
Q2 | $1.28M | Buy |
17,025
+163
| +1% | +$11.7K | ﹤0.01% | 1461 |
|
|
2018
Q1 | $1.02M | Buy |
16,862
+136
| +0.8% | +$7.36K | ﹤0.01% | 1590 |
|
|
2017
Q4 | $783K | Sell |
16,726
-1
| -0% | -$50 | ﹤0.01% | 1713 |
|
|
2017
Q3 | $845K | Sell |
16,727
-26,628
| -61% | -$1.24M | ﹤0.01% | 1556 |
|
|
2017
Q2 | $2.16M | Buy |
43,355
+23,571
| +119% | +$1.1M | 0.01% | 889 |
|
|
2017
Q1 | $826K | Sell |
19,784
-2,324
| -11% | -$103K | 0.01% | 1396 |
|
|
2016
Q4 | $889K | Sell |
22,108
-4,212
| -16% | -$163K | 0.01% | 1298 |
|
|
2016
Q3 | $989K | Sell |
26,320
-386
| -1% | -$12.2K | 0.01% | 1212 |
|
|
2016
Q2 | $809K | Buy |
26,706
+13,219
| +98% | +$347K | 0.01% | 1311 |
|
|
2016
Q1 | $339K | Buy |
+13,487
| New | +$289K | ﹤0.01% | 2419 |
|
|
2015
Q4 | – | Sell |
-20,550
| Closed | -$603K | – | 3199 |
|
|
2015
Q3 | $603K | Buy |
20,550
+12,950
| +170% | +$407K | ﹤0.01% | 1634 |
|
|
2015
Q2 | $237K | Buy |
+7,600
| New | +$204K | ﹤0.01% | 2497 |
|
Other funds holding HQY
WA
LPL Financial's HQY Position: Q2 2026 in Review
LPL Financial reduced its HealthEquity (HQY) stake by 82% in Q2 2026, selling an estimated $8.32M and leaving 21,918 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #3753.
LPL Financial first reported a position in HQY in Q2 2015 and has held it in 44 quarters since. The position peaked at $13.8M in Q3 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.
- LPL Financial held 21,918 shares of HealthEquity worth $1.98M as of Q2 2026.
- LPL Financial sold 98,155 HealthEquity shares in Q2 2026, an estimated $8.32M.
- HealthEquity made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3753 holding.
- LPL Financial first reported a position in HealthEquity in Q2 2015 and has held it in 44 quarters since.
- LPL Financial's HealthEquity position peaked at $13.8M in Q3 2025.
- 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.