True Wealth Design
HQY icon

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
Q3 		$38.1K Sell
431
-127
-23% -$12.4K 0.01% 605
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

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

True Wealth Design's HQY Position: Q3 2026 in Review

True Wealth Design reduced its HealthEquity (HQY) stake by 23% in Q3 2026, selling an estimated $12.4K and leaving 431 shares worth $38.1K. The position accounts for 0.01% of the portfolio, ranked #605.

True Wealth Design first reported a position in HQY in Q3 2024 and has held it in 9 quarters since. The position peaked at $50.4K in Q2 2026. 288 funds tracked by Wall St. Rank hold HQY as of Q3 2026.

  • True Wealth Design held 431 shares of HealthEquity worth $38.1K as of Q3 2026.
  • True Wealth Design sold 127 HealthEquity shares in Q3 2026, an estimated $12.4K.
  • HealthEquity made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #605 holding.
  • True Wealth Design first reported a position in HealthEquity in Q3 2024 and has held it in 9 quarters since.
  • True Wealth Design's HealthEquity position peaked at $50.4K in Q2 2026.
  • 288 funds tracked by Wall St. Rank held HealthEquity as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.