Wealth Enhancement Advisory Services’s HealthEquity HQY Stock Holding History

Wealth Enhancement Advisory Services’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	$2.34M	Buy	33,843 +15,099	+81%	+$1.28M	﹤0.01%	1477
2026 Q1	$1.01M	Buy	18,744 +9,734	+108%	+$799K	﹤0.01%	1788
2025 Q4	$873K	Buy	9,010 +1,297	+17%	+$124K	﹤0.01%	2051
2025 Q3	$683K	Buy	7,713 +1,820	+31%	+$171K	﹤0.01%	2121
2025 Q2	$602K	Sell	5,893 -487	-8%	-$46.2K	﹤0.01%	2093
2025 Q1	$564K	Buy	6,380 +1,265	+25%	+$130K	﹤0.01%	1973
2024 Q4	$491K	Buy	5,115 +1,466	+40%	+$137K	﹤0.01%	2005
2024 Q3	$299K	Buy	3,649 +578	+19%	+$44.6K	﹤0.01%	2184
2024 Q2	$265K	Buy	+3,071	New	+$248K	﹤0.01%	2069

Other funds holding HQY

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Wealth Enhancement Advisory Services's HQY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its HealthEquity (HQY) stake by 81% in Q2 2026, buying an estimated $1.28M and bringing the position to 33,843 shares worth $2.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

Wealth Enhancement Advisory Services first reported a position in HQY in Q2 2024 and has held it in 9 quarters since. 95 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Wealth Enhancement Advisory Services held 33,843 shares of HealthEquity worth $2.34M as of Q2 2026.
Wealth Enhancement Advisory Services bought 15,099 HealthEquity shares in Q2 2026, an estimated $1.28M.
HealthEquity made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1477 holding.
Wealth Enhancement Advisory Services first reported a position in HealthEquity in Q2 2024 and has held it in 9 quarters since.
95 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.