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Sanctuary Advisors’s HealthEquity HQY Stock Holding History

Sanctuary Advisors’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 		$605K Buy
6,695
+370
+6% +$31.4K ﹤0.01% 1834
2026
Q1 		$529K Buy
6,325
+1,351
+27% +$111K ﹤0.01% 1741
2025
Q4 		$456K Buy
4,974
+106
+2% +$10.1K ﹤0.01% 1784
2025
Q3 		$461K Sell
4,868
-350
-7% -$32.9K ﹤0.01% 1761
2025
Q2 		$547K Buy
5,218
+1,143
+28% +$108K ﹤0.01% 1579
2025
Q1 		$360K Buy
4,075
+740
+22% +$75.9K ﹤0.01% 1686
2024
Q4 		$369K Buy
3,335
+159
+5% +$14.8K ﹤0.01% 1875
2024
Q3 		$331K Buy
+3,176
New +$245K ﹤0.01% 1929

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

Sanctuary Advisors's HQY Position: Q2 2026 in Review

Sanctuary Advisors increased its HealthEquity (HQY) stake by 5.8% in Q2 2026, buying an estimated $31.4K and bringing the position to 6,695 shares worth $605K. The position accounts for ﹤0.01% of the portfolio, ranked #1834.

Sanctuary Advisors first reported a position in HQY in Q3 2024 and has held it in 8 quarters since. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Sanctuary Advisors held 6,695 shares of HealthEquity worth $605K as of Q2 2026.
  • Sanctuary Advisors bought 370 HealthEquity shares in Q2 2026, an estimated $31.4K.
  • HealthEquity made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1834 holding.
  • Sanctuary Advisors first reported a position in HealthEquity in Q3 2024 and has held it in 8 quarters since.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.