Back to HQY
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → HQY
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC HQY Position History
HealthEquity, Inc. • Financial Services
Quarters held
5
Latest value
$2.2M
Q3 2026
Peak value
$2.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $683K |
| Q4 2025 | $873K |
| Q1 2026 | $1M |
| Q2 2026 | $2.3M |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 32.8K | — | — |
| Q2 2026 | $2.3M | 33.8K | — | — |
| Q1 2026 | $1M | 18.7K | — | — |
| Q4 2025 | $873K | 9.0K | — | — |
| Q3 2025 | $683K | 7.7K | — | — |
Other funds holding HQY
$868.7M
$762.8M
$761.2M
$728.3M
$719M
$620.2M
$603.7M
$601.9M