Cedar Mountain Advisors
HQY icon

Cedar Mountain Advisors’s HealthEquity HQY Stock Holding History

Cedar Mountain 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
Q3 		$6.64K Hold
75
– – ﹤0.01% 573
2026
Q2 		$6.77K Hold
75
– – ﹤0.01% 605
2026
Q1 		$6.27K Buy
+75
New +$6.15K ﹤0.01% 587

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State Street
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Geode Capital Management
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Dimensional Fund Advisors
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Arrowstreet Capital
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Cedar Mountain Advisors's HQY Position: Q3 2026 in Review

Cedar Mountain Advisors held its HealthEquity (HQY) position steady in Q3 2026 at 75 shares worth $6.64K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Cedar Mountain Advisors first reported a position in HQY in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.77K in Q2 2026. 422 funds tracked by Wall St. Rank hold HQY as of Q3 2026.

  • Cedar Mountain Advisors held 75 shares of HealthEquity worth $6.64K as of Q3 2026.
  • Cedar Mountain Advisors left its HealthEquity share count unchanged in Q3 2026.
  • HealthEquity made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #573 holding.
  • Cedar Mountain Advisors first reported a position in HealthEquity in Q1 2026 and has held it in 3 quarters since.
  • Cedar Mountain Advisors's HealthEquity position peaked at $6.77K in Q2 2026.
  • 422 funds tracked by Wall St. Rank held HealthEquity as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.