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Farmers & Merchants Investments Inc’s HealthEquity HQY Stock Holding History

Farmers & Merchants Investments Inc’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 		$6.68K Hold
74
– – ﹤0.01% 926
2026
Q1 		$6.18K Hold
74
– – ﹤0.01% 917
2025
Q4 		$6.78K Hold
74
– – ﹤0.01% 863
2025
Q3 		$7.01K Buy
74
+5
+7% +$471 ﹤0.01% 851
2025
Q2 		$7.23K Buy
69
+6
+10% +$569 ﹤0.01% 810
2025
Q1 		$5.57K Buy
63
+25
+66% +$2.56K ﹤0.01% 864
2024
Q4 		$3.65K Hold
38
– – ﹤0.01% 886
2024
Q3 		$3.11K Hold
38
– – ﹤0.01% 955
2024
Q2 		$3.28K Hold
38
– – ﹤0.01% 913
2024
Q1 		$3.1K Hold
38
– – ﹤0.01% 904
2023
Q4 		$2.52K Hold
38
– – ﹤0.01% 976
2023
Q3 		$2.78K Hold
38
– – ﹤0.01% 894
2023
Q2 		$2.4K Hold
38
– – ﹤0.01% 998
2023
Q1 		$2.23K Hold
38
– – ﹤0.01% 985
2022
Q4 		$2.34K Hold
38
– – ﹤0.01% 1004
2022
Q3 		$3K Buy
+38
New +$2.4K ﹤0.01% 857

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Farmers & Merchants Investments Inc's HQY Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its HealthEquity (HQY) position steady in Q2 2026 at 74 shares worth $6.68K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Farmers & Merchants Investments Inc first reported a position in HQY in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.23K in Q2 2025. 275 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Farmers & Merchants Investments Inc held 74 shares of HealthEquity worth $6.68K as of Q2 2026.
  • Farmers & Merchants Investments Inc left its HealthEquity share count unchanged in Q2 2026.
  • HealthEquity made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #926 holding.
  • Farmers & Merchants Investments Inc first reported a position in HealthEquity in Q3 2022 and has held it in 16 quarters since.
  • Farmers & Merchants Investments Inc's HealthEquity position peaked at $7.23K in Q2 2025.
  • 275 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.