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Vermillion & White Wealth Management Group’s HealthEquity HQY Stock Holding History

Vermillion & White Wealth Management Group’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
-41
Closed -$3.76K – 263
2025
Q4 		$3.76K Hold
41
– – ﹤0.01% 450
2025
Q3 		$3.89K Hold
41
– – ﹤0.01% 461
2025
Q2 		$4.29K Buy
41
+3
+8% +$284 ﹤0.01% 398
2025
Q1 		$3.36K Buy
+38
New +$3.9K ﹤0.01% 410

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

Vermillion & White Wealth Management Group's HQY Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 41 shares — an estimated $3.76K sold.

Vermillion & White Wealth Management Group first reported a position in HQY in Q1 2025 and held it in 4 quarters. The position peaked at $4.29K in Q2 2025. 487 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 41 HealthEquity shares in Q1 2026, an estimated $3.76K.
  • Vermillion & White Wealth Management Group first reported a position in HealthEquity in Q1 2025 and held it in 4 quarters.
  • Vermillion & White Wealth Management Group's HealthEquity position peaked at $4.29K in Q2 2025.
  • 487 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.