Principia Wealth Advisory’s HealthEquity HQY Stock Holding History

Principia Wealth Advisory’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	$181	Sell	2 -1	-33%	-$85	﹤0.01%	1001
2026 Q1	$251	Hold	3	–	–	﹤0.01%	938
2025 Q4	$275	Hold	3	–	–	﹤0.01%	895
2025 Q3	$284	Buy	3 +2	+200%	+$188	﹤0.01%	866
2025 Q2	$105	Hold	1	–	–	﹤0.01%	912
2025 Q1	$83	Sell	1 -1	-50%	-$103	﹤0.01%	815
2024 Q4	$192	Buy	+2	New	+$186	﹤0.01%	738

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Principia Wealth Advisory's HQY Position: Q2 2026 in Review

Principia Wealth Advisory reduced its HealthEquity (HQY) stake by 33% in Q2 2026, selling an estimated $85 and leaving 2 shares worth $181. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

Principia Wealth Advisory first reported a position in HQY in Q4 2024 and has held it in 7 quarters since. The position peaked at $284 in Q3 2025. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Principia Wealth Advisory held 2 shares of HealthEquity worth $181 as of Q2 2026.
Principia Wealth Advisory sold 1 HealthEquity share in Q2 2026, an estimated $85.
HealthEquity made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #1001 holding.
Principia Wealth Advisory first reported a position in HealthEquity in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's HealthEquity position peaked at $284 in Q3 2025.
498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.