AHL
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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Abel Hall LLC's HQY Position: Q2 2026 in Review

Abel Hall LLC increased its HealthEquity (HQY) stake by 14% in Q2 2026, buying an estimated $67.4K and bringing the position to 6,489 shares worth $586K. The position accounts for 0.1% of the portfolio, ranked #190.

Abel Hall LLC first reported a position in HQY in Q2 2025 and has held it in 3 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Abel Hall LLC held 6,489 shares of HealthEquity worth $586K as of Q2 2026.
  • Abel Hall LLC bought 795 HealthEquity shares in Q2 2026, an estimated $67.4K.
  • HealthEquity made up 0.1% of Abel Hall LLC's portfolio in Q2 2026, its #190 holding.
  • Abel Hall LLC first reported a position in HealthEquity in Q2 2025 and has held it in 3 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.