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Atria Investments’s HealthEquity HQY Stock Holding History

Atria Investments’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 		$4.1M Buy
45,425
+7,822
+21% +$663K 0.04% 450
2026
Q1 		$3.14M Sell
37,603
-682
-2% -$56K 0.04% 525
2025
Q4 		$3.51M Buy
38,285
+543
+1% +$52K 0.04% 499
2025
Q3 		$3.58M Buy
37,742
+15,347
+69% +$1.44M 0.04% 502
2025
Q2 		$2.35M Buy
22,395
+14,499
+184% +$1.37M 0.03% 662
2025
Q1 		$698K Sell
7,896
-470
-6% -$48.2K 0.01% 1176
2024
Q4 		$803K Sell
8,366
-665
-7% -$62K 0.01% 1099
2024
Q3 		$739K Sell
9,031
-2,190
-20% -$169K 0.01% 1131
2024
Q2 		$967K Buy
+11,221
New +$907K 0.01% 946

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 $3.38T AUM 44.17% 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

Atria Investments's HQY Position: Q2 2026 in Review

Atria Investments increased its HealthEquity (HQY) stake by 21% in Q2 2026, buying an estimated $663K and bringing the position to 45,425 shares worth $4.1M. The position accounts for 0.04% of the portfolio, ranked #450.

Atria Investments first reported a position in HQY in Q2 2024 and has held it in 9 quarters since. 501 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Atria Investments held 45,425 shares of HealthEquity worth $4.1M as of Q2 2026.
  • Atria Investments bought 7,822 HealthEquity shares in Q2 2026, an estimated $663K.
  • HealthEquity made up 0.04% of Atria Investments's portfolio in Q2 2026, its #450 holding.
  • Atria Investments first reported a position in HealthEquity in Q2 2024 and has held it in 9 quarters since.
  • 501 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.