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Narus Financial Partners’s HealthEquity HQY Stock Holding History

Narus Financial Partners’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 		$418K Buy
4,998
+57
+1% +$4.68K 0.11% 112
2025
Q4 		$453K Sell
4,941
-1,000
-17% -$95.7K 0.12% 101
2025
Q3 		$563K Sell
5,941
-55
-0.9% -$5.18K 0.15% 87
2025
Q2 		$628K Buy
5,996
+205
+4% +$19.4K 0.2% 75
2025
Q1 		$512K Sell
5,791
-79
-1% -$8.1K 0.17% 78
2024
Q4 		$563K Sell
5,870
-663
-10% -$61.8K 0.19% 72
2024
Q3 		$535K Buy
6,533
+7
+0.1% +$540 0.19% 74
2024
Q2 		$563K Buy
6,526
+2,110
+48% +$170K 0.23% 67
2024
Q1 		$360K Sell
4,416
-10
-0.2% -$781 0.15% 99
2023
Q4 		$293K Sell
4,426
-23
-0.5% -$1.59K 0.14% 104
2023
Q3 		$325K Hold
4,449
– – 0.17% 85
2023
Q2 		$281K Sell
4,449
-2
-0% -$116 0.15% 93
2023
Q1 		$261K Hold
4,451
– – 0.14% 92
2022
Q4 		$274K Sell
4,451
-1
-0% -$67 0.16% 92
2022
Q3 		$299K Hold
4,452
– – 0.19% 80
2022
Q2 		$273K Hold
4,452
– – 0.17% 81
2022
Q1 		$300K Buy
+4,452
New +$240K 0.17% 82
2021
Q1 		$266K Buy
+3,911
New +$307K 0.16% 78
2019
Q4 		$241K Sell
3,258
-699
-18% -$43.6K 0.17% 65
2019
Q3 		$226K Hold
3,957
– – 0.17% 65
2019
Q2 		$259K Buy
+3,957
New +$275K 0.2% 60
2017
Q3 		$223K Sell
4,410
-42
-0.9% -$1.96K 0.2% 71
2017
Q2 		$222K Buy
+4,452
New +$208K 0.21% 71

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

Narus Financial Partners's HQY Position: Q1 2026 in Review

Narus Financial Partners increased its HealthEquity (HQY) stake by 1.2% in Q1 2026, buying an estimated $4.68K and bringing the position to 4,998 shares worth $418K. The position accounts for 0.11% of the portfolio, ranked #112.

Narus Financial Partners first reported a position in HQY in Q2 2017 and has held it in 23 quarters since. The position peaked at $628K in Q2 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Narus Financial Partners held 4,998 shares of HealthEquity worth $418K as of Q1 2026.
  • Narus Financial Partners bought 57 HealthEquity shares in Q1 2026, an estimated $4.68K.
  • HealthEquity made up 0.11% of Narus Financial Partners's portfolio in Q1 2026, its #112 holding.
  • Narus Financial Partners first reported a position in HealthEquity in Q2 2017 and has held it in 23 quarters since.
  • Narus Financial Partners's HealthEquity position peaked at $628K in Q2 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.