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Peterson Wealth Services’s HealthEquity HQY Stock Holding History

Peterson Wealth Services’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 		$731K Buy
8,089
+366
+5% +$31K 0.16% 89
2026
Q1 		$645K Buy
7,723
+506
+7% +$41.5K 0.16% 84
2025
Q4 		$661K Buy
7,217
+7,197
+35,985% +$689K 0.17% 80
2025
Q3 		$691K Sell
20
-6,918
-100% -$651K 0.17% 81
2025
Q2 		$727K Hold
6,938
– – 0.2% 78
2025
Q1 		$613K Sell
6,938
-3,569
-34% -$366K 0.19% 74
2024
Q4 		$1.01M Buy
10,507
+509
+5% +$47.4K 0.3% 65
2024
Q3 		$818K Buy
9,998
+942
+10% +$72.7K 0.26% 75
2024
Q2 		$781K Buy
9,056
+832
+10% +$67.2K 0.27% 72
2024
Q1 		$671K Buy
+8,224
New +$642K 0.24% 77

Other funds holding HQY

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Peterson Wealth Services's HQY Position: Q2 2026 in Review

Peterson Wealth Services increased its HealthEquity (HQY) stake by 4.7% in Q2 2026, buying an estimated $31K and bringing the position to 8,089 shares worth $731K. The position accounts for 0.16% of the portfolio, ranked #89.

Peterson Wealth Services first reported a position in HQY in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.01M in Q4 2024. 150 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Peterson Wealth Services held 8,089 shares of HealthEquity worth $731K as of Q2 2026.
  • Peterson Wealth Services bought 366 HealthEquity shares in Q2 2026, an estimated $31K.
  • HealthEquity made up 0.16% of Peterson Wealth Services's portfolio in Q2 2026, its #89 holding.
  • Peterson Wealth Services first reported a position in HealthEquity in Q1 2024 and has held it in 10 quarters since.
  • Peterson Wealth Services's HealthEquity position peaked at $1.01M in Q4 2024.
  • 150 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.