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Ritholtz Wealth Management’s HealthEquity HQY Stock Holding History

Ritholtz 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
Q1 		$265K Buy
3,170
+738
+30% +$60.6K ﹤0.01% 1029
2025
Q4 		$223K Buy
+2,432
New +$233K ﹤0.01% 1025

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

Ritholtz Wealth Management's HQY Position: Q1 2026 in Review

Ritholtz Wealth Management increased its HealthEquity (HQY) stake by 30% in Q1 2026, buying an estimated $60.6K and bringing the position to 3,170 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Ritholtz Wealth Management first reported a position in HQY in Q4 2025 and has held it in 2 quarters since. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Ritholtz Wealth Management held 3,170 shares of HealthEquity worth $265K as of Q1 2026.
  • Ritholtz Wealth Management bought 738 HealthEquity shares in Q1 2026, an estimated $60.6K.
  • HealthEquity made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #1029 holding.
  • Ritholtz Wealth Management first reported a position in HealthEquity in Q4 2025 and has held it in 2 quarters since.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.