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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
Q2 		$1.29M Buy
14,260
+3,534
+33% +$300K 0.24% 40
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 $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

Coyle Financial Counsel's HQY Position: Q2 2026 in Review

Coyle Financial Counsel increased its HealthEquity (HQY) stake by 33% in Q2 2026, buying an estimated $300K and bringing the position to 14,260 shares worth $1.29M. The position accounts for 0.24% of the portfolio, ranked #40.

Coyle Financial Counsel first reported a position in HQY in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.46M in Q3 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Coyle Financial Counsel held 14,260 shares of HealthEquity worth $1.29M as of Q2 2026.
  • Coyle Financial Counsel bought 3,534 HealthEquity shares in Q2 2026, an estimated $300K.
  • HealthEquity made up 0.24% of Coyle Financial Counsel's portfolio in Q2 2026, its #40 holding.
  • Coyle Financial Counsel first reported a position in HealthEquity in Q2 2025 and has held it in 5 quarters since.
  • Coyle Financial Counsel's HealthEquity position peaked at $1.46M in Q3 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Coyle Financial Counsel's 13F filing for Q2 2026, filed 7 Aug 2026.