1620 Investment Advisors’s HealthEquity HQY Stock Holding History

1620 Investment 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	$241K	Sell	2,671 -35	-1%	-$2.97K	0.15%	157
2026 Q1	$226K	Sell	2,706 -2	-0.1%	-$164	0.15%	143
2025 Q4	$248K	Buy	2,708 +68	+3%	+$6.51K	0.17%	134
2025 Q3	$250K	Buy	2,640 +550	+26%	+$51.8K	0.17%	133
2025 Q2	$219K	Sell	2,090 -7	-0.3%	-$664	0.16%	142
2025 Q1	$185K	Buy	2,097 +124	+6%	+$12.7K	0.14%	152
2024 Q4	$189K	Buy	1,973 +607	+44%	+$56.6K	0.14%	158
2024 Q3	$112K	Buy	+1,366	New	+$105K	0.08%	207

Other funds holding HQY

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PFM

Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

1620 Investment Advisors's HQY Position: Q2 2026 in Review

1620 Investment Advisors reduced its HealthEquity (HQY) stake by 1.3% in Q2 2026, selling an estimated $2.97K and leaving 2,671 shares worth $241K. The position accounts for 0.15% of the portfolio, ranked #157.

1620 Investment Advisors first reported a position in HQY in Q3 2024 and has held it in 8 quarters since. The position peaked at $250K in Q3 2025. 99 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

1620 Investment Advisors held 2,671 shares of HealthEquity worth $241K as of Q2 2026.
1620 Investment Advisors sold 35 HealthEquity shares in Q2 2026, an estimated $2.97K.
HealthEquity made up 0.15% of 1620 Investment Advisors's portfolio in Q2 2026, its #157 holding.
1620 Investment Advisors first reported a position in HealthEquity in Q3 2024 and has held it in 8 quarters since.
1620 Investment Advisors's HealthEquity position peaked at $250K in Q3 2025.
99 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.