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TD Private Client Wealth’s HealthEquity HQY Stock Holding History

TD Private Client Wealth’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 		$361 Hold
4
– – ﹤0.01% 1595
2026
Q1 		$334 Buy
+4
New +$328 ﹤0.01% 1523
2025
Q2 		– Sell
-16
Closed -$1.41K – 1459
2025
Q1 		$1.41K Buy
+16
New +$1.64K ﹤0.01% 1245

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

TD Private Client Wealth's HQY Position: Q2 2026 in Review

TD Private Client Wealth held its HealthEquity (HQY) position steady in Q2 2026 at 4 shares worth $361. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

TD Private Client Wealth first reported a position in HQY in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.41K in Q1 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • TD Private Client Wealth held 4 shares of HealthEquity worth $361 as of Q2 2026.
  • TD Private Client Wealth left its HealthEquity share count unchanged in Q2 2026.
  • HealthEquity made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1595 holding.
  • TD Private Client Wealth first reported a position in HealthEquity in Q1 2025 and has held it in 3 quarters since.
  • TD Private Client Wealth's HealthEquity position peaked at $1.41K in Q1 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.