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Beacon Investment Advisors’s HealthEquity HQY Stock Holding History

Beacon Investment 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 		$6.48M Buy
71,799
+23,408
+48% +$1.98M 2.04% 9
2026
Q1 		$4.04M Buy
48,391
+16,865
+53% +$1.38M 1.53% 17
2025
Q4 		$2.89M Buy
31,526
+4,160
+15% +$398K 1.16% 25
2025
Q3 		$2.59M Buy
+27,366
New +$2.58M 1.06% 26

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

Beacon Investment Advisors's HQY Position: Q2 2026 in Review

Beacon Investment Advisors increased its HealthEquity (HQY) stake by 48% in Q2 2026, buying an estimated $1.98M and bringing the position to 71,799 shares worth $6.48M. The position accounts for 2.04% of the portfolio, ranked #9.

Beacon Investment Advisors first reported a position in HQY in Q3 2025 and has held it in 4 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Beacon Investment Advisors held 71,799 shares of HealthEquity worth $6.48M as of Q2 2026.
  • Beacon Investment Advisors bought 23,408 HealthEquity shares in Q2 2026, an estimated $1.98M.
  • HealthEquity made up 2.04% of Beacon Investment Advisors's portfolio in Q2 2026, its #9 holding.
  • Beacon Investment Advisors first reported a position in HealthEquity in Q3 2025 and has held it in 4 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.