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Parkworth Wealth Management’s HealthEquity HQY Stock Holding History

Parkworth 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
2025
Q2 		$210 Hold
2
– – ﹤0.01% 934
2025
Q1 		$177 Hold
2
– – ﹤0.01% 757
2024
Q4 		$192 Buy
+2
New +$186 ﹤0.01% 772

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parkworth Wealth Management's HQY Position: Q2 2025 in Review

Parkworth Wealth Management held its HealthEquity (HQY) position steady in Q2 2025 at 2 shares worth $210. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Parkworth Wealth Management first reported a position in HQY in Q4 2024 and has held it in 3 quarters since. 486 funds tracked by Wall St. Rank hold HQY as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of HealthEquity worth $210 as of Q2 2025.
  • Parkworth Wealth Management left its HealthEquity share count unchanged in Q2 2025.
  • HealthEquity made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #934 holding.
  • Parkworth Wealth Management first reported a position in HealthEquity in Q4 2024 and has held it in 3 quarters since.
  • 486 funds tracked by Wall St. Rank held HealthEquity as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.