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Private Wealth Asset Management’s HealthEquity HQY Stock Holding History

Private Wealth Asset Management’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
-2
Closed -$183 – 1028
2025
Q4 		$183 Hold
2
– – ﹤0.01% 1010
2025
Q3 		$190 Hold
2
– – ﹤0.01% 999
2025
Q2 		$210 Hold
2
– – ﹤0.01% 968
2025
Q1 		$177 Buy
+2
New +$205 ﹤0.01% 1103

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Private Wealth Asset Management's HQY Position: Q1 2026 in Review

Private Wealth Asset Management sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 2 shares — an estimated $183 sold.

Private Wealth Asset Management first reported a position in HQY in Q1 2025 and held it in 4 quarters. The position peaked at $210 in Q2 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Private Wealth Asset Management reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 2 HealthEquity shares in Q1 2026, an estimated $183.
  • Private Wealth Asset Management first reported a position in HealthEquity in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's HealthEquity position peaked at $210 in Q2 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.