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 New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 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. 298 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.
298 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.