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Toth Financial Advisory’s HealthEquity HQY Stock Holding History

Toth Financial Advisory’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 		– Sell
-290
Closed -$26.6K – 977
2025
Q4 		$26.6K Hold
290
– – ﹤0.01% 444
2025
Q3 		$27.5K Hold
290
– – ﹤0.01% 435
2025
Q2 		$30.4K Hold
290
– – ﹤0.01% 383
2025
Q1 		$25.6K Hold
290
– – ﹤0.01% 372
2024
Q4 		$27.8K Hold
290
– – ﹤0.01% 365
2024
Q3 		$23.7K Sell
290
-3,360
-92% -$259K ﹤0.01% 365
2024
Q2 		$315K Buy
+3,650
New +$295K 0.04% 183
2019
Q3 		– Sell
-100
Closed -$7K – 489
2019
Q2 		$7K Hold
100
– – ﹤0.01% 341
2019
Q1 		$7K Buy
+100
New +$7.03K ﹤0.01% 319

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Toth Financial Advisory's HQY Position: Q1 2026 in Review

Toth Financial Advisory sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 290 shares — an estimated $26.6K sold.

Toth Financial Advisory first reported a position in HQY in Q1 2019 and held it in 9 quarters. The position peaked at $315K in Q2 2024. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Toth Financial Advisory reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 290 HealthEquity shares in Q1 2026, an estimated $26.6K.
  • Toth Financial Advisory first reported a position in HealthEquity in Q1 2019 and held it in 9 quarters.
  • Toth Financial Advisory's HealthEquity position peaked at $315K in Q2 2024.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Toth Financial Advisory's 13F filing for Q1 2026, filed 16 Apr 2026.