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True Wealth Design’s HealthEquity HQY Stock Holding History

True Wealth Design’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 		$50.4K Buy
558
+317
+132% +$26.9K 0.01% 484
2026
Q1 		$20.1K Buy
241
+30
+14% +$2.46K 0.01% 716
2025
Q4 		$19.3K Sell
211
-115
-35% -$11K 0.01% 619
2025
Q3 		$30.9K Buy
326
+317
+3,522% +$29.8K 0.01% 448
2025
Q2 		$943 Buy
9
+6
+200% +$569 ﹤0.01% 1490
2025
Q1 		$266 Buy
3
+2
+200% +$205 ﹤0.01% 1831
2024
Q4 		$96 Hold
1
– – ﹤0.01% 1276
2024
Q3 		$82 Buy
+1
New +$77 ﹤0.01% 1240

Other funds holding HQY

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

True Wealth Design's HQY Position: Q2 2026 in Review

True Wealth Design increased its HealthEquity (HQY) stake by 132% in Q2 2026, buying an estimated $26.9K and bringing the position to 558 shares worth $50.4K. The position accounts for 0.01% of the portfolio, ranked #484.

True Wealth Design first reported a position in HQY in Q3 2024 and has held it in 8 quarters since. 73 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • True Wealth Design held 558 shares of HealthEquity worth $50.4K as of Q2 2026.
  • True Wealth Design bought 317 HealthEquity shares in Q2 2026, an estimated $26.9K.
  • HealthEquity made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #484 holding.
  • True Wealth Design first reported a position in HealthEquity in Q3 2024 and has held it in 8 quarters since.
  • 73 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.