QWM
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Quaker Wealth Management’s HealthEquity HQY Stock Holding History

Quaker Wealth 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
Q2 		$271 Hold
3
– – ﹤0.01% 853
2026
Q1 		$251 Buy
3
+1
+50% +$82 ﹤0.01% 847
2025
Q4 		$184 Hold
2
– – ﹤0.01% 880
2025
Q3 		$190 Hold
2
– – ﹤0.01% 785
2025
Q2 		$210 Buy
+2
New +$190 ﹤0.01% 800

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

Quaker Wealth Management's HQY Position: Q2 2026 in Review

Quaker Wealth Management held its HealthEquity (HQY) position steady in Q2 2026 at 3 shares worth $271. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Quaker Wealth Management first reported a position in HQY in Q2 2025 and has held it in 5 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Quaker Wealth Management held 3 shares of HealthEquity worth $271 as of Q2 2026.
  • Quaker Wealth Management left its HealthEquity share count unchanged in Q2 2026.
  • HealthEquity made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #853 holding.
  • Quaker Wealth Management first reported a position in HealthEquity in Q2 2025 and has held it in 5 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.