PWA
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Primoris Wealth Advisors’s HealthEquity HQY Stock Holding History

Primoris Wealth Advisors’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 		$2.3M Buy
+25,500
New +$2.16M 1.05% 30

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

Primoris Wealth Advisors's HQY Position: Q2 2026 in Review

Primoris Wealth Advisors opened a new position in HealthEquity (HQY) in Q2 2026: 25,500 shares worth $2.3M. The stake represents 1.05% of the portfolio and ranks #30 among its holdings.

496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Primoris Wealth Advisors held 25,500 shares of HealthEquity worth $2.3M as of Q2 2026.
  • HealthEquity was a new Primoris Wealth Advisors position in Q2 2026.
  • HealthEquity made up 1.05% of Primoris Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • 496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.