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Basecamp Wealth Advisors’s HealthEquity HQY Stock Holding History

Basecamp Wealth Advisors’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 		$19.1K Buy
211
+73
+53% +$6.19K ﹤0.01% 831
2026
Q1 		$11.5K Hold
138
– – ﹤0.01% 984
2025
Q4 		$12.6K Buy
+138
New +$13.2K ﹤0.01% 906

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 $3.37T AUM 44.26% 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

Basecamp Wealth Advisors's HQY Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its HealthEquity (HQY) stake by 53% in Q2 2026, buying an estimated $6.19K and bringing the position to 211 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Basecamp Wealth Advisors first reported a position in HQY in Q4 2025 and has held it in 3 quarters since. 496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Basecamp Wealth Advisors held 211 shares of HealthEquity worth $19.1K as of Q2 2026.
  • Basecamp Wealth Advisors bought 73 HealthEquity shares in Q2 2026, an estimated $6.19K.
  • HealthEquity made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #831 holding.
  • Basecamp Wealth Advisors first reported a position in HealthEquity in Q4 2025 and has held it in 3 quarters since.
  • 496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.