Rothwell Investment Advisors, LLC’s HealthEquity HQY Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$19K	Buy	+215	New	+$21.1K	0.01%	641

Other funds holding HQY

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Rothwell Investment Advisors, LLC's HQY Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in HealthEquity (HQY) in Q3 2026: 215 shares worth $19K. The stake represents 0.01% of the portfolio and ranks #641 among its holdings.

236 funds tracked by Wall St. Rank hold HQY as of Q3 2026.

Rothwell Investment Advisors, LLC held 215 shares of HealthEquity worth $19K as of Q3 2026.
HealthEquity was a new Rothwell Investment Advisors, LLC position in Q3 2026.
HealthEquity made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #641 holding.
236 funds tracked by Wall St. Rank held HealthEquity as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.