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Prospera Financial Services’s HealthEquity HQY Stock Holding History

Prospera Financial Services’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 		$789K Sell
8,738
-24
-0.3% -$2.04K 0.01% 871
2026
Q1 		$732K Buy
+8,762
New +$719K 0.01% 848
2022
Q3 		– Sell
-25,081
Closed -$1.54M – 1176
2022
Q2 		$1.54M Buy
+25,081
New +$1.61M 0.08% 285
2020
Q4 		– Sell
-200
Closed -$10K – 1061
2020
Q3 		$10K Buy
+200
New +$11K ﹤0.01% 1106

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

Prospera Financial Services's HQY Position: Q2 2026 in Review

Prospera Financial Services reduced its HealthEquity (HQY) stake by 0.27% in Q2 2026, selling an estimated $2.04K and leaving 8,738 shares worth $789K. The position accounts for 0.01% of the portfolio, ranked #871.

Prospera Financial Services first reported a position in HQY in Q3 2020 and has held it in 4 quarters since. The position peaked at $1.54M in Q2 2022. 496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Prospera Financial Services held 8,738 shares of HealthEquity worth $789K as of Q2 2026.
  • Prospera Financial Services sold 24 HealthEquity shares in Q2 2026, an estimated $2.04K.
  • HealthEquity made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #871 holding.
  • Prospera Financial Services first reported a position in HealthEquity in Q3 2020 and has held it in 4 quarters since.
  • Prospera Financial Services's HealthEquity position peaked at $1.54M in Q2 2022.
  • 496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.