WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in HQY — Healthequity, Inc.

CIK 1632972 PLYMOUTH, MN

Position in HQY

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$1,566,436

+$741,030 QoQ

Shares Held

18,744

+108.0% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0.842936406316688.ToString("F0")% Shared 0.ToString("F0")% None 99.15706359368332.ToString("F0")%

Healthcare · as of Mar 31, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $25,899,137 across 16 Health Information Services names. HQY ranks #4 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	78,177	$13,732,571
2	HTFL	Heartflow, Inc.	133,991	$3,260,001
3	TXG	10x Genomics, Inc.	152,187	$3,230,930
4	HQY	Healthequity, Inc. This page	18,744	$1,566,436
5	DOCS	Doximity, Inc.	57,378	$1,336,907
6	WAY	Waystar Holding Corp.	34,403	$829,456
7	TEM	Tempus AI, Inc.	8,967	$405,487
8	PHR	Phreesia, Inc.	42,837	$358,974

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,566,436	18,744	+108.0%	Shares	Sole	2026-04-08
2025-12-31	$825,406	9,010	+16.8%	Shares	Sole	2026-01-08
2025-09-30	$730,961	7,713	+30.9%	Shares	Sole	2025-10-29
2025-06-30	$617,350	5,893	-7.6%	Shares	Sole	2025-07-10
2025-03-31	$563,800	6,380	+24.7%	Shares	Sole	2025-04-16
2024-12-31	$490,784	5,115	+40.2%	Shares	Sole	2025-03-17
2024-09-30	$298,670	3,649	+18.8%	Shares	Sole	2024-10-24
2024-06-30	$264,720	3,071	—	Shares	Sole	2024-07-16
No filing history on record for this holder in this stock.