AF
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Avanza Fonder’s HealthEquity HQY Stock Holding History

Avanza Fonder’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 		$313K Hold
3,469
– – 0.01% 393
2026
Q1 		$290K Buy
3,469
+391
+13% +$32.1K 0.01% 400
2025
Q4 		$282K Sell
3,078
-294
-9% -$28.1K 0.01% 413
2025
Q3 		$320K Hold
3,372
– – 0.01% 373
2025
Q2 		$353K Hold
3,372
– – 0.01% 374
2025
Q1 		$299K Sell
3,372
-600
-15% -$61.5K 0.01% 400
2024
Q4 		$381K Buy
+3,972
New +$370K 0.01% 378

Other funds holding HQY

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Avanza Fonder's HQY Position: Q2 2026 in Review

Avanza Fonder held its HealthEquity (HQY) position steady in Q2 2026 at 3,469 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #393.

Avanza Fonder first reported a position in HQY in Q4 2024 and has held it in 7 quarters since. The position peaked at $381K in Q4 2024. 117 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Avanza Fonder held 3,469 shares of HealthEquity worth $313K as of Q2 2026.
  • Avanza Fonder left its HealthEquity share count unchanged in Q2 2026.
  • HealthEquity made up 0.01% of Avanza Fonder's portfolio in Q2 2026, its #393 holding.
  • Avanza Fonder first reported a position in HealthEquity in Q4 2024 and has held it in 7 quarters since.
  • Avanza Fonder's HealthEquity position peaked at $381K in Q4 2024.
  • 117 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Avanza Fonder's 13F filing for Q2 2026, filed 17 Jul 2026.