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Atomi Financial Group’s HealthEquity HQY Stock Holding History

Atomi Financial Group’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 		– Sell
-3,793
Closed -$347K – 1265
2025
Q4 		$347K Sell
3,793
-892
-19% -$85.4K 0.01% 863
2025
Q3 		$444K Sell
4,685
-302
-6% -$28.4K 0.01% 692
2025
Q2 		$522K Buy
4,987
+276
+6% +$26.2K 0.02% 572
2025
Q1 		$416K Buy
4,711
+1,158
+33% +$119K 0.02% 612
2024
Q4 		$341K Buy
3,553
+1,012
+40% +$94.3K 0.02% 655
2024
Q3 		$208K Buy
+2,541
New +$196K 0.01% 840

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Atomi Financial Group's HQY Position: Q1 2026 in Review

Atomi Financial Group sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 3,793 shares — an estimated $347K sold.

Atomi Financial Group first reported a position in HQY in Q3 2024 and held it in 6 quarters. The position peaked at $522K in Q2 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Atomi Financial Group reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Atomi Financial Group sold 3,793 HealthEquity shares in Q1 2026, an estimated $347K.
  • Atomi Financial Group first reported a position in HealthEquity in Q3 2024 and held it in 6 quarters.
  • Atomi Financial Group's HealthEquity position peaked at $522K in Q2 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.