FFA
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Farther Finance Advisors’s HealthEquity HQY Stock Holding History

Farther Finance Advisors’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 		$114K Buy
1,260
+838
+199% +$71K ﹤0.01% 2619
2026
Q1 		$35.2K Sell
422
-429
-50% -$35.2K ﹤0.01% 3245
2025
Q4 		$78K Buy
851
+459
+117% +$43.9K ﹤0.01% 2505
2025
Q3 		$37.1K Buy
392
+146
+59% +$13.7K ﹤0.01% 2624
2025
Q2 		$25.8K Buy
246
+172
+232% +$16.3K ﹤0.01% 2524
2025
Q1 		$6.44K Buy
74
+3
+4% +$308 ﹤0.01% 2938
2024
Q4 		$6.81K Sell
71
-222
-76% -$20.7K ﹤0.01% 2539
2024
Q3 		$24K Buy
293
+237
+423% +$18.3K ﹤0.01% 2001
2024
Q2 		$4.85K Buy
56
+21
+60% +$1.7K ﹤0.01% 2410
2024
Q1 		$2.86K Buy
35
+3
+9% +$234 ﹤0.01% 2339
2023
Q4 		$2.12K Buy
32
+11
+52% +$763 ﹤0.01% 2406
2023
Q3 		$1.53K Buy
21
+11
+110% +$743 ﹤0.01% 1950
2023
Q2 		$631 Buy
+10
New +$580 ﹤0.01% 2088

Other funds holding HQY

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Farther Finance Advisors's HQY Position: Q2 2026 in Review

Farther Finance Advisors increased its HealthEquity (HQY) stake by 199% in Q2 2026, buying an estimated $71K and bringing the position to 1,260 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #2619.

Farther Finance Advisors first reported a position in HQY in Q2 2023 and has held it in 13 quarters since. 56 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Farther Finance Advisors held 1,260 shares of HealthEquity worth $114K as of Q2 2026.
  • Farther Finance Advisors bought 838 HealthEquity shares in Q2 2026, an estimated $71K.
  • HealthEquity made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2619 holding.
  • Farther Finance Advisors first reported a position in HealthEquity in Q2 2023 and has held it in 13 quarters since.
  • 56 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.