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Private Wealth Management Group’s HealthEquity HQY Stock Holding History

Private 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
Q2 		$1.99K Buy
+22
New +$1.86K ﹤0.01% 1169
2026
Q1 		– Sell
-52
Closed -$4.76K – 1497
2025
Q4 		$4.76K Hold
52
– – ﹤0.01% 794
2025
Q3 		$4.93K Buy
52
+18
+53% +$1.69K ﹤0.01% 797
2025
Q2 		$3.56K Hold
34
– – ﹤0.01% 892
2025
Q1 		$3K Hold
34
– – ﹤0.01% 922
2024
Q4 		$3.26K Hold
34
– – ﹤0.01% 913
2024
Q3 		$2.78K Hold
34
– – ﹤0.01% 952
2024
Q2 		$2.93K Buy
34
+20
+143% +$1.62K ﹤0.01% 919
2024
Q1 		$1.14K Hold
14
– – ﹤0.01% 1210
2023
Q4 		$929 Buy
+14
New +$971 ﹤0.01% 1311

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

Private Wealth Management Group's HQY Position: Q2 2026 in Review

Private Wealth Management Group opened a new position in HealthEquity (HQY) in Q2 2026: 22 shares worth $1.99K. The stake represents ﹤0.01% of the portfolio and ranks #1169 among its holdings. This is a return to the name: Private Wealth Management Group previously reported a position in HQY as recently as Q4 2025.

Private Wealth Management Group first reported a position in HQY in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.93K in Q3 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Private Wealth Management Group held 22 shares of HealthEquity worth $1.99K as of Q2 2026.
  • HealthEquity was a new Private Wealth Management Group position in Q2 2026.
  • HealthEquity made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1169 holding.
  • Private Wealth Management Group first reported a position in HealthEquity in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's HealthEquity position peaked at $4.93K in Q3 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.