Prestige Wealth Management Group’s HealthEquity HQY Stock Holding History

Prestige Wealth Management Group’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	–	Sell	-5	Closed	-$459	–	1144
2025 Q4	$459	Hold	5	–	–	﹤0.01%	959
2025 Q3	$474	Hold	5	–	–	﹤0.01%	939
2025 Q2	$524	Hold	5	–	–	﹤0.01%	929
2025 Q1	$442	Hold	5	–	–	﹤0.01%	944
2024 Q4	$480	Hold	5	–	–	﹤0.01%	970
2024 Q3	$410	Hold	5	–	–	﹤0.01%	990
2024 Q2	$431	Hold	5	–	–	﹤0.01%	940
2024 Q1	$409	Sell	5 -180	-97%	-$14.1K	﹤0.01%	972
2023 Q4	$12.3K	Hold	185	–	–	﹤0.01%	415
2023 Q3	$13.5K	Buy	185 +5	+3%	+$338	﹤0.01%	385
2023 Q2	$11.4K	Hold	180	–	–	﹤0.01%	442
2023 Q1	$10.6K	Hold	180	–	–	﹤0.01%	426
2022 Q4	$11.1K	Hold	180	–	–	﹤0.01%	443
2022 Q3	$12K	Hold	180	–	–	﹤0.01%	390
2022 Q2	$11K	Hold	180	–	–	﹤0.01%	419
2022 Q1	$12K	Hold	180	–	–	﹤0.01%	426
2021 Q4	$8K	Hold	180	–	–	﹤0.01%	525
2021 Q3	$12K	Hold	180	–	–	﹤0.01%	453
2021 Q2	$14K	Hold	180	–	–	﹤0.01%	412
2021 Q1	$12K	Hold	180	–	–	﹤0.01%	443
2020 Q4	$13K	Hold	180	–	–	﹤0.01%	409
2020 Q3	$9K	Hold	180	–	–	﹤0.01%	456
2020 Q2	$11K	Hold	180	–	–	﹤0.01%	406
2020 Q1	$9K	Hold	180	–	–	﹤0.01%	397
2019 Q4	$13K	Hold	180	–	–	0.01%	325
2019 Q3	$10K	Hold	180	–	–	0.01%	341
2019 Q2	$12K	Hold	180	–	–	0.01%	313
2019 Q1	$13K	Sell	180 -10	-5%	-$703	0.01%	318
2018 Q4	$11K	Buy	+190	New	+$15.3K	0.01%	413

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

Prestige Wealth Management Group's HQY Position: Q1 2026 in Review

Prestige Wealth Management Group sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 5 shares — an estimated $459 sold.

Prestige Wealth Management Group first reported a position in HQY in Q4 2018 and held it in 29 quarters. The position peaked at $14K in Q2 2021. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

Prestige Wealth Management Group reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
Prestige Wealth Management Group sold 5 HealthEquity shares in Q1 2026, an estimated $459.
Prestige Wealth Management Group first reported a position in HealthEquity in Q4 2018 and held it in 29 quarters.
Prestige Wealth Management Group's HealthEquity position peaked at $14K in Q2 2021.
485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.