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Sheets Smith Wealth Management’s HealthEquity HQY Stock Holding History

Sheets Smith 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 		$749K Sell
8,292
-233
-3% -$19.8K 0.07% 242
2026
Q1 		$712K Hold
8,525
– – 0.08% 235
2025
Q4 		$781K Hold
8,525
– – 0.09% 214
2025
Q3 		$808K Buy
8,525
+106
+1% +$9.98K 0.09% 208
2025
Q2 		$882K Buy
8,419
+157
+2% +$14.9K 0.1% 187
2025
Q1 		$730K Buy
8,262
+297
+4% +$30.5K 0.09% 198
2024
Q4 		$764K Buy
7,965
+273
+4% +$25.4K 0.09% 189
2024
Q3 		$630K Sell
7,692
-75
-1% -$5.79K 0.08% 214
2024
Q2 		$670K Buy
7,767
+1
+0% +$81 0.08% 198
2024
Q1 		$634K Buy
7,766
+15
+0.2% +$1.17K 0.07% 209
2023
Q4 		$514K Sell
7,751
-170
-2% -$11.8K 0.07% 209
2023
Q3 		$579K Buy
7,921
+191
+2% +$12.9K 0.09% 183
2023
Q2 		$488K Hold
7,730
– – 0.07% 209
2023
Q1 		$454K Hold
7,730
– – 0.07% 211
2022
Q4 		$476K Hold
7,730
– – 0.07% 199
2022
Q3 		$519K Hold
7,730
– – 0.09% 182
2022
Q2 		$475K Hold
7,730
– – 0.08% 188
2022
Q1 		$521K Hold
7,730
– – 0.07% 211
2021
Q4 		$342K Buy
7,730
+2,695
+54% +$157K 0.04% 291
2021
Q3 		$326K Hold
5,035
– – 0.04% 288
2021
Q2 		$405K Hold
5,035
– – 0.05% 255
2021
Q1 		$342K Hold
5,035
– – 0.05% 257
2020
Q4 		$351K Buy
5,035
+55
+1% +$3.42K 0.05% 258
2020
Q3 		$256K Hold
4,980
– – 0.04% 253
2020
Q2 		$292K Hold
4,980
– – 0.06% 204
2020
Q1 		$252K Buy
4,980
+294
+6% +$19.5K 0.05% 225
2019
Q4 		$347K Sell
4,686
-200
-4% -$12.5K 0.07% 248
2019
Q3 		$279K Buy
+4,886
New +$324K 0.06% 257
2018
Q4 		– Sell
-6,493
Closed -$613K – 296
2018
Q3 		$613K Sell
6,493
-706
-10% -$60.8K 0.13% 184
2018
Q2 		$541K Buy
+7,199
New +$517K 0.13% 174

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

Sheets Smith Wealth Management's HQY Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its HealthEquity (HQY) stake by 2.7% in Q2 2026, selling an estimated $19.8K and leaving 8,292 shares worth $749K. The position accounts for 0.07% of the portfolio, ranked #242.

Sheets Smith Wealth Management first reported a position in HQY in Q2 2018 and has held it in 30 quarters since. The position peaked at $882K in Q2 2025. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Sheets Smith Wealth Management held 8,292 shares of HealthEquity worth $749K as of Q2 2026.
  • Sheets Smith Wealth Management sold 233 HealthEquity shares in Q2 2026, an estimated $19.8K.
  • HealthEquity made up 0.07% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #242 holding.
  • Sheets Smith Wealth Management first reported a position in HealthEquity in Q2 2018 and has held it in 30 quarters since.
  • Sheets Smith Wealth Management's HealthEquity position peaked at $882K in Q2 2025.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.