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 Q2	$408K	Sell	4,522 -476	-10%	-$40.4K	0.1%	124
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 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

Narus Financial Partners's HQY Position: Q2 2026 in Review

Narus Financial Partners reduced its HealthEquity (HQY) stake by 9.5% in Q2 2026, selling an estimated $40.4K and leaving 4,522 shares worth $408K. The position accounts for 0.1% of the portfolio, ranked #124.

Narus Financial Partners first reported a position in HQY in Q2 2017 and has held it in 24 quarters since. The position peaked at $628K in Q2 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Narus Financial Partners held 4,522 shares of HealthEquity worth $408K as of Q2 2026.
Narus Financial Partners sold 476 HealthEquity shares in Q2 2026, an estimated $40.4K.
HealthEquity made up 0.1% of Narus Financial Partners's portfolio in Q2 2026, its #124 holding.
Narus Financial Partners first reported a position in HealthEquity in Q2 2017 and has held it in 24 quarters since.
Narus Financial Partners's HealthEquity position peaked at $628K in Q2 2025.
500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.