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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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (New York)'s HQY Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its HealthEquity (HQY) stake by 0.95% in Q1 2026, selling an estimated $29.9K and leaving 37,975 shares worth $3.17M. The position accounts for 0.02% of the portfolio, ranked #216.

Wealthspire Advisors (New York) first reported a position in HQY in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.51M in Q4 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Wealthspire Advisors (New York) held 37,975 shares of HealthEquity worth $3.17M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 364 HealthEquity shares in Q1 2026, an estimated $29.9K.
  • HealthEquity made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #216 holding.
  • Wealthspire Advisors (New York) first reported a position in HealthEquity in Q3 2025 and has held it in 3 quarters since.
  • Wealthspire Advisors (New York)'s HealthEquity position peaked at $3.51M in Q4 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.