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Maridea Wealth Management’s HealthEquity HQY Stock Holding History

Maridea Wealth Management’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 		$2.75M Buy
30,479
+1,207
+4% +$102K 0.3% 76
2026
Q1 		$2.45M Buy
29,272
+8,379
+40% +$687K 0.36% 69
2025
Q4 		$1.91M Buy
20,893
+5,631
+37% +$539K 0.29% 90
2025
Q3 		$1.42M Buy
+15,262
New +$1.44M 0.22% 111

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

Maridea Wealth Management's HQY Position: Q2 2026 in Review

Maridea Wealth Management increased its HealthEquity (HQY) stake by 4.1% in Q2 2026, buying an estimated $102K and bringing the position to 30,479 shares worth $2.75M. The position accounts for 0.3% of the portfolio, ranked #76.

Maridea Wealth Management first reported a position in HQY in Q3 2025 and has held it in 4 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Maridea Wealth Management held 30,479 shares of HealthEquity worth $2.75M as of Q2 2026.
  • Maridea Wealth Management bought 1,207 HealthEquity shares in Q2 2026, an estimated $102K.
  • HealthEquity made up 0.3% of Maridea Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Maridea Wealth Management first reported a position in HealthEquity in Q3 2025 and has held it in 4 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.