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RAFFA WEALTH MANAGEMENT, LLC’s HealthEquity HQY Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$90 Buy
+1
New +$85 ﹤0.01% 1408

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
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 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

RAFFA WEALTH MANAGEMENT, LLC's HQY Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC opened a new position in HealthEquity (HQY) in Q2 2026: 1 share worth $90. The stake represents ﹤0.01% of the portfolio and ranks #1408 among its holdings.

129 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 1 share of HealthEquity worth $90 as of Q2 2026.
  • HealthEquity was a new RAFFA WEALTH MANAGEMENT, LLC position in Q2 2026.
  • HealthEquity made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1408 holding.
  • 129 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.