Back to HQY
Moran Wealth Management, LLC → HQY
Moran Wealth Management, LLC HQY Position History
HealthEquity, Inc. • Financial Services
Quarters held
4
Latest value
$42K
Q3 2026
Peak value
$6.8M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $6.7M |
| Q2 2026 | $4K |
| Q3 2026 | $6.8M |
| Q3 2026 | $42K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $42K | 470 | — | — |
| Q3 2026 | $6.8M | 77.4K | — | — |
| Q2 2026 | $4K | 42 | — | — |
| Q2 2026 | $6.7M | 74.2K | — | — |
Other funds holding HQY
$868.7M
$762.8M
$761.2M
$728.3M
$719M
$620.2M
$603.7M
$601.9M