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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
Q1 		$1K Buy
+12
New +$985 ﹤0.01% 1453

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SHP Wealth Management's HQY Position: Q1 2026 in Review

SHP Wealth Management opened a new position in HealthEquity (HQY) in Q1 2026: 12 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1453 among its holdings.

485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • SHP Wealth Management held 12 shares of HealthEquity worth $1K as of Q1 2026.
  • HealthEquity was a new SHP Wealth Management position in Q1 2026.
  • HealthEquity made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1453 holding.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.