SHP Wealth Management’s HealthEquity HQY Stock Holding History

SHP 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	$1.08K	Hold	12	–	–	﹤0.01%	1572
2026 Q1	$1K	Buy	+12	New	+$985	﹤0.01%	1453

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

SHP Wealth Management's HQY Position: Q2 2026 in Review

SHP Wealth Management held its HealthEquity (HQY) position steady in Q2 2026 at 12 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

SHP Wealth Management first reported a position in HQY in Q1 2026 and has held it in 2 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

SHP Wealth Management held 12 shares of HealthEquity worth $1.08K as of Q2 2026.
SHP Wealth Management left its HealthEquity share count unchanged in Q2 2026.
HealthEquity made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1572 holding.
SHP Wealth Management first reported a position in HealthEquity in Q1 2026 and has held it in 2 quarters since.
500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.