Pinnacle Wealth Planning Services’s HealthEquity HQY Stock Holding History

Pinnacle Wealth Planning 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 Q1	$38.8K	Buy	464 +10	+2%	+$820	﹤0.01%	1339
2025 Q4	$41.6K	Buy	+454	New	+$43.5K	﹤0.01%	1326
2024 Q3	–	Sell	-2,969	Closed	-$256K	–	544
2024 Q2	$256K	Sell	2,969 -266	-8%	-$21.5K	0.04%	333
2024 Q1	$264K	Buy	+3,235	New	+$253K	0.04%	336
2021 Q1	–	Sell	-880	Closed	-$61K	–	1058
2020 Q4	$61K	Buy	+880	New	+$54.7K	0.01%	696

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pinnacle Wealth Planning Services's HQY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its HealthEquity (HQY) stake by 2.2% in Q1 2026, buying an estimated $820 and bringing the position to 464 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Pinnacle Wealth Planning Services first reported a position in HQY in Q4 2020 and has held it in 5 quarters since. The position peaked at $264K in Q1 2024. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

Pinnacle Wealth Planning Services held 464 shares of HealthEquity worth $38.8K as of Q1 2026.
Pinnacle Wealth Planning Services bought 10 HealthEquity shares in Q1 2026, an estimated $820.
HealthEquity made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1339 holding.
Pinnacle Wealth Planning Services first reported a position in HealthEquity in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's HealthEquity position peaked at $264K in Q1 2024.
485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.