Cetera Investment Advisers
HQY icon

Cetera Investment Advisers’s HealthEquity HQY Stock Holding History

Cetera Investment Advisers’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 		$2.76M Buy
30,526
+4,275
+16% +$362K ﹤0.01% 2117
2026
Q1 		$2.19M Buy
26,251
+308
+1% +$25.3K ﹤0.01% 2206
2025
Q4 		$2.38M Buy
25,943
+1,305
+5% +$125K ﹤0.01% 2059
2025
Q3 		$2.33M Buy
24,638
+16,757
+213% +$1.58M ﹤0.01% 2042
2025
Q2 		$826K Buy
7,881
+2,621
+50% +$248K ﹤0.01% 2547
2025
Q1 		$465K Buy
5,260
+1,688
+47% +$173K ﹤0.01% 2906
2024
Q4 		$343K Buy
3,572
+225
+7% +$21K ﹤0.01% 2996
2024
Q3 		$274K Sell
3,347
-3,106
-48% -$240K ﹤0.01% 3146
2024
Q2 		$556K Buy
6,453
+3,044
+89% +$246K ﹤0.01% 2504
2024
Q1 		$278K Buy
+3,409
New +$266K ﹤0.01% 3110

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

Cetera Investment Advisers's HQY Position: Q2 2026 in Review

Cetera Investment Advisers increased its HealthEquity (HQY) stake by 16% in Q2 2026, buying an estimated $362K and bringing the position to 30,526 shares worth $2.76M. The position accounts for ﹤0.01% of the portfolio, ranked #2117.

Cetera Investment Advisers first reported a position in HQY in Q1 2024 and has held it in 10 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Cetera Investment Advisers held 30,526 shares of HealthEquity worth $2.76M as of Q2 2026.
  • Cetera Investment Advisers bought 4,275 HealthEquity shares in Q2 2026, an estimated $362K.
  • HealthEquity made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2117 holding.
  • Cetera Investment Advisers first reported a position in HealthEquity in Q1 2024 and has held it in 10 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.