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TFC Financial Management’s HealthEquity HQY Stock Holding History

TFC Financial 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 		$994 Hold
11
– – ﹤0.01% 654
2026
Q1 		$920 Buy
+11
New +$903 ﹤0.01% 619
2025
Q4 		– Sell
-5
Closed -$474 – 1009
2025
Q3 		$474 Hold
5
– – ﹤0.01% 726
2025
Q2 		$524 Hold
5
– – ﹤0.01% 667
2025
Q1 		$442 Hold
5
– – ﹤0.01% 666
2024
Q4 		$480 Buy
+5
New +$466 ﹤0.01% 664

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

TFC Financial Management's HQY Position: Q2 2026 in Review

TFC Financial Management held its HealthEquity (HQY) position steady in Q2 2026 at 11 shares worth $994. The position accounts for ﹤0.01% of the portfolio, ranked #654.

TFC Financial Management first reported a position in HQY in Q4 2024 and has held it in 6 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • TFC Financial Management held 11 shares of HealthEquity worth $994 as of Q2 2026.
  • TFC Financial Management left its HealthEquity share count unchanged in Q2 2026.
  • HealthEquity made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #654 holding.
  • TFC Financial Management first reported a position in HealthEquity in Q4 2024 and has held it in 6 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.