Bell Investment Advisors’s HealthEquity HQY Stock Holding History

Bell 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	$4.25K	Sell	47 -6	-11%	-$509	﹤0.01%	1047
2026 Q1	$4.43K	Sell	53 -39	-42%	-$3.2K	﹤0.01%	1008
2025 Q4	$8.43K	Buy	92 +45	+96%	+$4.31K	﹤0.01%	756
2025 Q3	$4.46K	Hold	47	–	–	﹤0.01%	988
2025 Q2	$4.92K	Hold	47	–	–	﹤0.01%	978
2025 Q1	$4.15K	Hold	47	–	–	﹤0.01%	1005
2024 Q4	$4.51K	Hold	47	–	–	﹤0.01%	968
2024 Q3	$3.85K	Hold	47	–	–	﹤0.01%	1071
2024 Q2	$4.05K	Hold	47	–	–	﹤0.01%	1031
2024 Q1	$3.84K	Hold	47	–	–	﹤0.01%	1053
2023 Q4	$3.12K	Sell	47 -3	-6%	-$208	﹤0.01%	1127
2023 Q3	$3.65K	Sell	50 -14	-22%	-$946	﹤0.01%	972
2023 Q2	$4.04K	Buy	64 +10	+19%	+$580	﹤0.01%	930
2023 Q1	$3.17K	Buy	54 +8	+17%	+$486	﹤0.01%	1015
2022 Q4	$2.83K	Sell	46 -8	-15%	-$538	﹤0.01%	1095
2022 Q3	$4K	Buy	54 +8	+17%	+$506	﹤0.01%	789
2022 Q2	$3K	Buy	+46	New	+$2.95K	﹤0.01%	951
2021 Q4	$1K	Sell	18 -14	-44%	-$815	﹤0.01%	1464
2021 Q3	$2K	Buy	+32	New	+$2.22K	﹤0.01%	1079

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Bell Investment Advisors reduced its HealthEquity (HQY) stake by 11% in Q2 2026, selling an estimated $509 and leaving 47 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Bell Investment Advisors first reported a position in HQY in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.43K in Q4 2025. 496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Bell Investment Advisors held 47 shares of HealthEquity worth $4.25K as of Q2 2026.
Bell Investment Advisors sold 6 HealthEquity shares in Q2 2026, an estimated $509.
HealthEquity made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1047 holding.
Bell Investment Advisors first reported a position in HealthEquity in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's HealthEquity position peaked at $8.43K in Q4 2025.
496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.