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
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 $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return