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Livermore
Livermore
ZHEN

Sheets Smith Wealth Management

SEC CIK
0001157436
Latest filing
Jul 13, 2026

HQY holding history

Healthequity, Inc. in every 13F filed by Sheets Smith Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HQY overviewAll 13F holders of HQYFull Q2 2026 holdings

Shares (Q2 2026)
8,292
Value
$748.9K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of HQY by Sheets Smith Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,292$748.9K0.1%−233−2.7%ReducedHolders
Q1 20268,525$712.4K0.1%00.0%UnchangedHolders
Q4 20258,525$781.0K0.1%00.0%UnchangedHolders
Q3 20258,525$807.9K0.1%+106+1.3%AddedHolders
Q2 20258,419$882.0K0.1%+157+1.9%AddedHolders
Q1 20258,262$730.1K0.1%+297+3.7%AddedHolders
Q4 20247,965$764.2K0.1%+273+3.5%AddedHolders
Q3 20247,692$629.6K0.1%−75−1.0%ReducedHolders
Q2 20247,767$669.5K0.1%+10.0%AddedHolders
Q1 20247,766$633.9K0.1%+15+0.2%AddedHolders
Q4 20237,751$513.9K0.1%−170−2.1%ReducedHolders
Q3 20237,921$578.6K0.1%+191+2.5%AddedHolders
Q2 20237,730$488.1K0.1%00.0%UnchangedHolders
Q1 20237,730$453.8K0.1%00.0%UnchangedHolders
Q4 20227,730$476.5K0.1%00.0%UnchangedHolders
Q3 20227,730$519.0K0.1%00.0%UnchangedHolders
Q2 20227,730$475.0K0.1%00.0%UnchangedHolders
Q1 20227,730$521.0K0.1%00.0%UnchangedHolders
Q4 20217,730$342.0K<0.1%+2,695+53.5%AddedHolders
Q3 20215,035$326.0K<0.1%00.0%UnchangedHolders
Q2 20215,035$405.0K0.1%00.0%UnchangedHolders
Q1 20215,035$342.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.