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GHP Investment Advisors’s HealthEquity HQY Stock Holding History

GHP Investment 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 		$91 Hold
1
– – ﹤0.01% 1282
2026
Q1 		$84 Buy
+1
New +$82 ﹤0.01% 1326
2022
Q2 		– Sell
-128
Closed -$9K – 972
2022
Q1 		$9K Buy
+128
New +$6.91K ﹤0.01% 737

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
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 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
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

GHP Investment Advisors's HQY Position: Q2 2026 in Review

GHP Investment Advisors held its HealthEquity (HQY) position steady in Q2 2026 at 1 share worth $91. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

GHP Investment Advisors first reported a position in HQY in Q1 2022 and has held it in 3 quarters since. The position peaked at $9K in Q1 2022. 147 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • GHP Investment Advisors held 1 share of HealthEquity worth $91 as of Q2 2026.
  • GHP Investment Advisors left its HealthEquity share count unchanged in Q2 2026.
  • HealthEquity made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #1282 holding.
  • GHP Investment Advisors first reported a position in HealthEquity in Q1 2022 and has held it in 3 quarters since.
  • GHP Investment Advisors's HealthEquity position peaked at $9K in Q1 2022.
  • 147 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.