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Wealthspire Advisors (New York)’s HealthEquity HQY Stock Holding History

Wealthspire Advisors (New York)’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 		$10.1M Buy
111,986
+74,011
+195% +$6.27M 0.06% 171
2026
Q1 		$3.17M Sell
37,975
-364
-0.9% -$29.9K 0.02% 216
2025
Q4 		$3.51M Buy
38,339
+37,971
+10,318% +$3.64M 0.03% 203
2025
Q3 		$34.9K Buy
+368
New +$34.6K ﹤0.01% 1381

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $3.38T AUM 44.17% 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
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

Wealthspire Advisors (New York)'s HQY Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its HealthEquity (HQY) stake by 195% in Q2 2026, buying an estimated $6.27M and bringing the position to 111,986 shares worth $10.1M. The position accounts for 0.06% of the portfolio, ranked #171.

Wealthspire Advisors (New York) first reported a position in HQY in Q3 2025 and has held it in 4 quarters since. 501 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Wealthspire Advisors (New York) held 111,986 shares of HealthEquity worth $10.1M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 74,011 HealthEquity shares in Q2 2026, an estimated $6.27M.
  • HealthEquity made up 0.06% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #171 holding.
  • Wealthspire Advisors (New York) first reported a position in HealthEquity in Q3 2025 and has held it in 4 quarters since.
  • 501 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.