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Coyle Financial Counsel’s HealthEquity HQY Stock Holding History

Coyle Financial Counsel’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 		$896K Sell
10,726
-2,069
-16% -$170K 0.19% 48
2025
Q4 		$1.17M Sell
12,795
-2,638
-17% -$253K 0.25% 40
2025
Q3 		$1.46M Buy
15,433
+7,620
+98% +$717K 0.34% 37
2025
Q2 		$818K Buy
+7,813
New +$741K 0.22% 48

Other funds holding HQY

BlackRock
BlackRock New York $5.72T 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

Coyle Financial Counsel's HQY Position: Q1 2026 in Review

Coyle Financial Counsel reduced its HealthEquity (HQY) stake by 16% in Q1 2026, selling an estimated $170K and leaving 10,726 shares worth $896K. The position accounts for 0.19% of the portfolio, ranked #48.

Coyle Financial Counsel first reported a position in HQY in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.46M in Q3 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Coyle Financial Counsel held 10,726 shares of HealthEquity worth $896K as of Q1 2026.
  • Coyle Financial Counsel sold 2,069 HealthEquity shares in Q1 2026, an estimated $170K.
  • HealthEquity made up 0.19% of Coyle Financial Counsel's portfolio in Q1 2026, its #48 holding.
  • Coyle Financial Counsel first reported a position in HealthEquity in Q2 2025 and has held it in 4 quarters since.
  • Coyle Financial Counsel's HealthEquity position peaked at $1.46M in Q3 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Coyle Financial Counsel's 13F filing for Q1 2026, filed 12 May 2026.