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Salomon & Ludwin’s HealthEquity HQY Stock Holding History

Salomon & Ludwin’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 		$14.5K Buy
+157
New +$13.3K ﹤0.01% 1388

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

Salomon & Ludwin's HQY Position: Q2 2026 in Review

Salomon & Ludwin opened a new position in HealthEquity (HQY) in Q2 2026: 157 shares worth $14.5K. The stake represents ﹤0.01% of the portfolio and ranks #1388 among its holdings.

496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Salomon & Ludwin held 157 shares of HealthEquity worth $14.5K as of Q2 2026.
  • HealthEquity was a new Salomon & Ludwin position in Q2 2026.
  • HealthEquity made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1388 holding.
  • 496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.