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
2025
Q2 		– Sell
-3
Closed -$266 – 1241
2025
Q1 		$266 Buy
+3
New +$308 ﹤0.01% 785

Other funds holding HQY

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 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. 131 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.
  • 131 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.