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Vermillion Wealth Management’s HealthEquity HQY Stock Holding History

Vermillion Wealth 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 		– Sell
-2
Closed -$167 – 1941
2026
Q1 		$167 Buy
+2
New +$164 ﹤0.01% 1360

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Vanguard Portfolio Management
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Vanguard Capital Management
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State Street
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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

Vermillion Wealth Management's HQY Position: Q2 2026 in Review

Vermillion Wealth Management sold out of HealthEquity (HQY) in Q2 2026, closing a stake of 2 shares — an estimated $167 sold.

Vermillion Wealth Management first reported a position in HQY in Q1 2026 and held it in 1 quarter. The position peaked at $167 in Q1 2026. 496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Vermillion Wealth Management reported no remaining HealthEquity position as of Q2 2026 after selling out during the quarter.
  • Vermillion Wealth Management sold 2 HealthEquity shares in Q2 2026, an estimated $167.
  • Vermillion Wealth Management first reported a position in HealthEquity in Q1 2026 and held it in 1 quarter.
  • Vermillion Wealth Management's HealthEquity position peaked at $167 in Q1 2026.
  • 496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

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