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Concurrent Investment Advisors’s HealthEquity HQY Stock Holding History

Concurrent 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 		$1.02M Buy
11,318
+3,472
+44% +$294K 0.01% 996
2026
Q1 		$656K Sell
7,846
-1,150
-13% -$94.4K 0.01% 1088
2025
Q4 		$824K Buy
8,996
+6,678
+288% +$639K 0.01% 922
2025
Q3 		$220K Buy
+2,318
New +$218K ﹤0.01% 1305

Other funds holding HQY

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

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

Concurrent Investment Advisors increased its HealthEquity (HQY) stake by 44% in Q2 2026, buying an estimated $294K and bringing the position to 11,318 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #996.

Concurrent Investment Advisors first reported a position in HQY in Q3 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Concurrent Investment Advisors held 11,318 shares of HealthEquity worth $1.02M as of Q2 2026.
  • Concurrent Investment Advisors bought 3,472 HealthEquity shares in Q2 2026, an estimated $294K.
  • HealthEquity made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #996 holding.
  • Concurrent Investment Advisors first reported a position in HealthEquity in Q3 2025 and has held it in 4 quarters since.
  • 169 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.