Root Financial Partners
HQY icon

Root Financial Partners’s HealthEquity HQY Stock Holding History

Root Financial Partners’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
Q3 		$57.9K Buy
+655
New +$64.1K ﹤0.01% 1008
2026
Q2 		– Sell
-220
Closed -$18.4K – 1642
2026
Q1 		$18.4K Sell
220
-28
-11% -$2.3K ﹤0.01% 1363
2025
Q4 		$22.7K Buy
248
+17
+7% +$1.63K ﹤0.01% 1121
2025
Q3 		$21.9K Buy
+231
New +$21.7K ﹤0.01% 1073

Other funds holding HQY

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Wasatch Advisors
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Root Financial Partners's HQY Position: Q3 2026 in Review

Root Financial Partners opened a new position in HealthEquity (HQY) in Q3 2026: 655 shares worth $57.9K. The stake represents ﹤0.01% of the portfolio and ranks #1008 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HQY as recently as Q1 2026.

Root Financial Partners first reported a position in HQY in Q3 2025 and has held it in 4 quarters since. 422 funds tracked by Wall St. Rank hold HQY as of Q3 2026.

  • Root Financial Partners held 655 shares of HealthEquity worth $57.9K as of Q3 2026.
  • HealthEquity was a new Root Financial Partners position in Q3 2026.
  • HealthEquity made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1008 holding.
  • Root Financial Partners first reported a position in HealthEquity in Q3 2025 and has held it in 4 quarters since.
  • 422 funds tracked by Wall St. Rank held HealthEquity as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.