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Rialto Wealth Management’s HealthEquity HQY Stock Holding History

Rialto 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 		$1.45K Buy
16
+10
+167% +$848 ﹤0.01% 1230
2026
Q1 		$502 Sell
6
-15
-71% -$1.23K ﹤0.01% 1381
2025
Q4 		$1.92K Buy
21
+17
+425% +$1.63K ﹤0.01% 758
2025
Q3 		$380 Hold
4
– – ﹤0.01% 1340
2025
Q2 		$420 Buy
+4
New +$379 ﹤0.01% 1218

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

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

Rialto Wealth Management increased its HealthEquity (HQY) stake by 167% in Q2 2026, buying an estimated $848 and bringing the position to 16 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Rialto Wealth Management first reported a position in HQY in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.92K in Q4 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Rialto Wealth Management held 16 shares of HealthEquity worth $1.45K as of Q2 2026.
  • Rialto Wealth Management bought 10 HealthEquity shares in Q2 2026, an estimated $848.
  • HealthEquity made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1230 holding.
  • Rialto Wealth Management first reported a position in HealthEquity in Q2 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's HealthEquity position peaked at $1.92K in Q4 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.