NW
HQY icon

NewEdge Wealth’s HealthEquity HQY Stock Holding History

NewEdge Wealth’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 		$325K Buy
+3,593
New +$305K ﹤0.01% 1014
2026
Q1 		– Sell
-2,570
Closed -$235K – 1203
2025
Q4 		$235K Buy
+2,570
New +$246K ﹤0.01% 1109

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

NewEdge Wealth's HQY Position: Q2 2026 in Review

NewEdge Wealth opened a new position in HealthEquity (HQY) in Q2 2026: 3,593 shares worth $325K. The stake represents ﹤0.01% of the portfolio and ranks #1014 among its holdings. This is a return to the name: NewEdge Wealth previously reported a position in HQY as recently as Q4 2025.

NewEdge Wealth first reported a position in HQY in Q4 2025 and has held it in 2 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • NewEdge Wealth held 3,593 shares of HealthEquity worth $325K as of Q2 2026.
  • HealthEquity was a new NewEdge Wealth position in Q2 2026.
  • HealthEquity made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1014 holding.
  • NewEdge Wealth first reported a position in HealthEquity in Q4 2025 and has held it in 2 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.