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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
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

BlackRock
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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

Root Financial Partners's HQY Position: Q2 2026 in Review

Root Financial Partners sold out of HealthEquity (HQY) in Q2 2026, closing a stake of 220 shares — an estimated $18.4K sold.

Root Financial Partners first reported a position in HQY in Q3 2025 and held it in 3 quarters. The position peaked at $22.7K in Q4 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Root Financial Partners reported no remaining HealthEquity position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 220 HealthEquity shares in Q2 2026, an estimated $18.4K.
  • Root Financial Partners first reported a position in HealthEquity in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's HealthEquity position peaked at $22.7K in Q4 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.