Abel Hall LLC
HQY icon

Abel Hall LLC’s HealthEquity HQY Stock Holding History

Abel Hall 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 		$596K Buy
6,736
+247
+4% +$24.2K 0.11% 168
2026
Q2 		$586K Buy
6,489
+795
+14% +$67.4K 0.1% 190
2026
Q1 		$476K Buy
+5,694
New +$467K 0.1% 207
2025
Q3 		– Sell
-1,939
Closed -$203K – 344
2025
Q2 		$203K Buy
+1,939
New +$184K 0.09% 230

Other funds holding HQY

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Abel Hall LLC's HQY Position: Q3 2026 in Review

Abel Hall LLC increased its HealthEquity (HQY) stake by 3.8% in Q3 2026, buying an estimated $24.2K and bringing the position to 6,736 shares worth $596K. The position accounts for 0.11% of the portfolio, ranked #168.

Abel Hall LLC first reported a position in HQY in Q2 2025 and has held it in 4 quarters since. 120 funds tracked by Wall St. Rank hold HQY as of Q3 2026.

  • Abel Hall LLC held 6,736 shares of HealthEquity worth $596K as of Q3 2026.
  • Abel Hall LLC bought 247 HealthEquity shares in Q3 2026, an estimated $24.2K.
  • HealthEquity made up 0.11% of Abel Hall LLC's portfolio in Q3 2026, its #168 holding.
  • Abel Hall LLC first reported a position in HealthEquity in Q2 2025 and has held it in 4 quarters since.
  • 120 funds tracked by Wall St. Rank held HealthEquity as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.