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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
Q2 		$287K Buy
3,173
+3
+0.1% +$254 ﹤0.01% 1077
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 $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

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

Ritholtz Wealth Management increased its HealthEquity (HQY) stake by 0.09% in Q2 2026, buying an estimated $254 and bringing the position to 3,173 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Ritholtz Wealth Management first reported a position in HQY in Q4 2025 and has held it in 3 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Ritholtz Wealth Management held 3,173 shares of HealthEquity worth $287K as of Q2 2026.
  • Ritholtz Wealth Management bought 3 HealthEquity shares in Q2 2026, an estimated $254.
  • HealthEquity made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1077 holding.
  • Ritholtz Wealth Management first reported a position in HealthEquity in Q4 2025 and has held it in 3 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.