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Wealth Enhancement Trust Services’s HealthEquity HQY Stock Holding History

Wealth Enhancement Trust 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 		$6.23K Buy
+69
New +$5.85K ﹤0.01% 809

Other funds holding HQY

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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in HealthEquity (HQY) in Q2 2026: 69 shares worth $6.23K. The stake represents ﹤0.01% of the portfolio and ranks #809 among its holdings.

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

  • Wealth Enhancement Trust Services held 69 shares of HealthEquity worth $6.23K as of Q2 2026.
  • HealthEquity was a new Wealth Enhancement Trust Services position in Q2 2026.
  • HealthEquity made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #809 holding.
  • 381 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

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