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Elo Mutual Pension Insurance’s HealthEquity HQY Stock Holding History

Elo Mutual Pension Insurance’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 		$1.64M Buy
18,189
+7,516
+70% +$637K 0.02% 441
2026
Q1 		$892K Sell
10,673
-4,087
-28% -$335K 0.01% 505
2025
Q4 		$1.35M Buy
14,760
+3,876
+36% +$371K 0.02% 459
2025
Q3 		$1.03M Buy
+10,884
New +$1.02M 0.02% 509
2025
Q2 		– Sell
-10,967
Closed -$969K – 662
2025
Q1 		$969K Buy
+10,967
New +$1.12M 0.02% 430

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

Elo Mutual Pension Insurance's HQY Position: Q2 2026 in Review

Elo Mutual Pension Insurance increased its HealthEquity (HQY) stake by 70% in Q2 2026, buying an estimated $637K and bringing the position to 18,189 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #441.

Elo Mutual Pension Insurance first reported a position in HQY in Q1 2025 and has held it in 5 quarters since. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Elo Mutual Pension Insurance held 18,189 shares of HealthEquity worth $1.64M as of Q2 2026.
  • Elo Mutual Pension Insurance bought 7,516 HealthEquity shares in Q2 2026, an estimated $637K.
  • HealthEquity made up 0.02% of Elo Mutual Pension Insurance's portfolio in Q2 2026, its #441 holding.
  • Elo Mutual Pension Insurance first reported a position in HealthEquity in Q1 2025 and has held it in 5 quarters since.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.