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 Q2	$6.77K	Hold	75	–	–	﹤0.01%	605
2026 Q1	$6.27K	Buy	+75	New	+$6.15K	﹤0.01%	587

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

Cedar Mountain Advisors's HQY Position: Q2 2026 in Review

Cedar Mountain Advisors held its HealthEquity (HQY) position steady in Q2 2026 at 75 shares worth $6.77K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Cedar Mountain Advisors first reported a position in HQY in Q1 2026 and has held it in 2 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Cedar Mountain Advisors held 75 shares of HealthEquity worth $6.77K as of Q2 2026.
Cedar Mountain Advisors left its HealthEquity share count unchanged in Q2 2026.
HealthEquity made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #605 holding.
Cedar Mountain Advisors first reported a position in HealthEquity in Q1 2026 and has held it in 2 quarters since.
500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.