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Sowell Financial Services’s HealthEquity HQY Stock Holding History

Sowell Financial Services’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 		$313K Buy
3,462
+884
+34% +$74.9K 0.01% 860
2026
Q1 		$215K Buy
2,578
+179
+7% +$14.7K 0.01% 1010
2025
Q4 		$220K Sell
2,399
-56
-2% -$5.36K 0.01% 983
2025
Q3 		$233K Buy
+2,455
New +$231K 0.01% 930
2021
Q2 		– Sell
-60
Closed -$4K – 1485
2021
Q1 		$4K Sell
60
-35
-37% -$2.75K ﹤0.01% 2661
2020
Q4 		$7K Buy
95
+10
+12% +$622 ﹤0.01% 2160
2020
Q3 		$4K Sell
85
-80
-48% -$4.39K ﹤0.01% 2051
2020
Q2 		$10K Hold
165
– – ﹤0.01% 1693
2020
Q1 		$8K Hold
165
– – ﹤0.01% 1678
2019
Q4 		$12K Sell
165
-69
-29% -$4.3K ﹤0.01% 1620
2019
Q3 		$13K Buy
+234
New +$15.5K ﹤0.01% 1436
2017
Q1 		– Sell
-4,601
Closed -$203K – 395
2016
Q4 		$203K Buy
+4,601
New +$178K 0.07% 190

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

Sowell Financial Services's HQY Position: Q2 2026 in Review

Sowell Financial Services increased its HealthEquity (HQY) stake by 34% in Q2 2026, buying an estimated $74.9K and bringing the position to 3,462 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #860.

Sowell Financial Services first reported a position in HQY in Q4 2016 and has held it in 12 quarters since. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Sowell Financial Services held 3,462 shares of HealthEquity worth $313K as of Q2 2026.
  • Sowell Financial Services bought 884 HealthEquity shares in Q2 2026, an estimated $74.9K.
  • HealthEquity made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #860 holding.
  • Sowell Financial Services first reported a position in HealthEquity in Q4 2016 and has held it in 12 quarters since.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.