Arcadia Investment Management’s HealthEquity HQY Stock Holding History

Arcadia Investment Management’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	$22.3K	Hold	267	–	–	﹤0.01%	187
2025 Q4	$24.5K	Hold	267	–	–	﹤0.01%	195
2025 Q3	$25.3K	Hold	267	–	–	﹤0.01%	197
2025 Q2	$28K	Hold	267	–	–	﹤0.01%	194
2025 Q1	$23.6K	Hold	267	–	–	﹤0.01%	218
2024 Q4	$25.6K	Buy	+267	New	+$24.9K	﹤0.01%	245
2023 Q2	–	Sell	-1,050	Closed	-$61.6K	–	355
2023 Q1	$61.6K	Hold	1,050	–	–	0.01%	212
2022 Q4	$64.7K	Buy	+1,050	New	+$70.6K	0.02%	203
2018 Q1	–	Sell	-1,131	Closed	-$53K	–	351
2017 Q4	$53K	Hold	1,131	–	–	0.01%	215
2017 Q3	$57K	Sell	1,131 -1,384	-55%	-$64.4K	0.02%	211
2017 Q2	$125K	Hold	2,515	–	–	0.04%	142
2017 Q1	$107K	Buy	2,515 +1,131	+82%	+$50K	0.03%	152
2016 Q4	$56K	Hold	1,384	–	–	0.02%	198
2016 Q3	$52K	Hold	1,384	–	–	0.02%	193
2016 Q2	$42K	Buy	+1,384	New	+$36.3K	0.01%	213

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

Arcadia Investment Management's HQY Position: Q1 2026 in Review

Arcadia Investment Management held its HealthEquity (HQY) position steady in Q1 2026 at 267 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #187.

Arcadia Investment Management first reported a position in HQY in Q2 2016 and has held it in 15 quarters since. The position peaked at $125K in Q2 2017. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

Arcadia Investment Management held 267 shares of HealthEquity worth $22.3K as of Q1 2026.
Arcadia Investment Management left its HealthEquity share count unchanged in Q1 2026.
HealthEquity made up ﹤0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #187 holding.
Arcadia Investment Management first reported a position in HealthEquity in Q2 2016 and has held it in 15 quarters since.
Arcadia Investment Management's HealthEquity position peaked at $125K in Q2 2017.
485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.