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Whipplewood Advisors’s HealthEquity HQY Stock Holding History

Whipplewood Advisors’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 		– Sell
-15
Closed -$1.25K – 837
2026
Q1 		$1.25K Buy
+15
New +$1.23K ﹤0.01% 855
2025
Q3 		– Sell
-15
Closed -$1.57K – 700
2025
Q2 		$1.57K Sell
15
-759
-98% -$71.9K ﹤0.01% 926
2025
Q1 		$1.33K Buy
774
+759
+5,060% +$77.8K ﹤0.01% 968
2024
Q4 		$1.44K Buy
+15
New +$1.4K ﹤0.01% 941

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

Whipplewood Advisors's HQY Position: Q2 2026 in Review

Whipplewood Advisors sold out of HealthEquity (HQY) in Q2 2026, closing a stake of 15 shares — an estimated $1.25K sold.

Whipplewood Advisors first reported a position in HQY in Q4 2024 and held it in 4 quarters. The position peaked at $1.57K in Q2 2025. 496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Whipplewood Advisors reported no remaining HealthEquity position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 15 HealthEquity shares in Q2 2026, an estimated $1.25K.
  • Whipplewood Advisors first reported a position in HealthEquity in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's HealthEquity position peaked at $1.57K in Q2 2025.
  • 496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.