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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
Q2 		$41.9K Hold
464
– – ﹤0.01% 1402
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
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

Pinnacle Wealth Planning Services's HQY Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its HealthEquity (HQY) position steady in Q2 2026 at 464 shares worth $41.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Pinnacle Wealth Planning Services first reported a position in HQY in Q4 2020 and has held it in 6 quarters since. The position peaked at $264K in Q1 2024. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Pinnacle Wealth Planning Services held 464 shares of HealthEquity worth $41.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its HealthEquity share count unchanged in Q2 2026.
  • HealthEquity made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1402 holding.
  • Pinnacle Wealth Planning Services first reported a position in HealthEquity in Q4 2020 and has held it in 6 quarters since.
  • Pinnacle Wealth Planning Services's HealthEquity position peaked at $264K in Q1 2024.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.