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Red Tortoise LLC’s HealthEquity HQY Stock Holding History

Red Tortoise LLC’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 		$15.9K Hold
190
– – 0.01% 227
2025
Q4 		$17.4K Hold
190
– – 0.01% 207
2025
Q3 		$18K Hold
190
– – 0.01% 202
2025
Q2 		$19.9K Hold
190
– – 0.01% 177
2025
Q1 		$16.8K Hold
190
– – 0.01% 171
2024
Q4 		$18.2K Hold
190
– – 0.01% 174
2024
Q3 		$15.6K Hold
190
– – 0.01% 187
2024
Q2 		$16.4K Hold
190
– – 0.01% 177
2024
Q1 		$15.5K Buy
+190
New +$14.8K 0.01% 176

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Red Tortoise LLC's HQY Position: Q1 2026 in Review

Red Tortoise LLC held its HealthEquity (HQY) position steady in Q1 2026 at 190 shares worth $15.9K. The position accounts for 0.01% of the portfolio, ranked #227.

Red Tortoise LLC first reported a position in HQY in Q1 2024 and has held it in 9 quarters since. The position peaked at $19.9K in Q2 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Red Tortoise LLC held 190 shares of HealthEquity worth $15.9K as of Q1 2026.
  • Red Tortoise LLC left its HealthEquity share count unchanged in Q1 2026.
  • HealthEquity made up 0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #227 holding.
  • Red Tortoise LLC first reported a position in HealthEquity in Q1 2024 and has held it in 9 quarters since.
  • Red Tortoise LLC's HealthEquity position peaked at $19.9K in Q2 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.