Amica Mutual Insurance’s HealthEquity HQY Stock Holding History

Amica Mutual Insurance’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 Q1	$987K	Hold	11,805	–	–	0.08%	109
2025 Q4	$1.08M	Hold	11,805	–	–	0.09%	106
2025 Q3	$1.12M	Hold	11,805	–	–	0.1%	104
2025 Q2	$1.24M	Sell	11,805 -3,806	-24%	-$361K	0.12%	96
2025 Q1	$1.38M	Sell	15,611 -4,564	-23%	-$468K	0.15%	88
2024 Q4	$1.94M	Hold	20,175	–	–	0.2%	83
2024 Q3	$1.65M	Sell	20,175 -1,553	-7%	-$120K	0.16%	91
2024 Q2	$1.87M	Hold	21,728	–	–	0.19%	85
2024 Q1	$1.77M	Hold	21,728	–	–	0.18%	91
2023 Q4	$1.44M	Sell	21,728 -6,823	-24%	-$473K	0.16%	99
2023 Q3	$2.09M	Buy	+28,551	New	+$1.93M	0.25%	84

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Amica Mutual Insurance's HQY Position: Q1 2026 in Review

Amica Mutual Insurance held its HealthEquity (HQY) position steady in Q1 2026 at 11,805 shares worth $987K. The position accounts for 0.08% of the portfolio, ranked #109.

Amica Mutual Insurance first reported a position in HQY in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.09M in Q3 2023. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

Amica Mutual Insurance held 11,805 shares of HealthEquity worth $987K as of Q1 2026.
Amica Mutual Insurance left its HealthEquity share count unchanged in Q1 2026.
HealthEquity made up 0.08% of Amica Mutual Insurance's portfolio in Q1 2026, its #109 holding.
Amica Mutual Insurance first reported a position in HealthEquity in Q3 2023 and has held it in 11 quarters since.
Amica Mutual Insurance's HealthEquity position peaked at $2.09M in Q3 2023.
485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Amica Mutual Insurance's 13F filing for Q1 2026, filed 6 May 2026.