GM Advisory Group’s HealthEquity HQY Stock Holding History

GM Advisory Group’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 Q1	$6.3M	Buy	75,402 +20	+0%	+$1.64K	0.24%	55
2025 Q4	$6.91M	Sell	75,382 -8,375	-10%	-$802K	0.27%	55
2025 Q3	$7.94M	Hold	83,757	–	–	0.34%	50
2025 Q2	$8.77M	Hold	83,757	–	–	0.43%	46
2025 Q1	$7.4M	Hold	83,757	–	–	0.4%	46
2024 Q4	$8.04M	Sell	83,757 -5,256	-6%	-$490K	0.44%	45
2024 Q3	$7.29M	Hold	89,013	–	–	0.44%	46
2024 Q2	$7.67M	Sell	89,013 -39	-0%	-$3.15K	0.5%	41
2024 Q1	$7.27M	Sell	89,052 -31,303	-26%	-$2.44M	0.51%	35
2023 Q4	$7.98M	Buy	120,355 +90,329	+301%	+$6.26M	0.6%	30
2023 Q3	$2.19M	Buy	+30,026	New	+$2.03M	0.18%	51

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

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

GM Advisory Group's HQY Position: Q1 2026 in Review

GM Advisory Group increased its HealthEquity (HQY) stake by 0.03% in Q1 2026, buying an estimated $1.64K and bringing the position to 75,402 shares worth $6.3M. The position accounts for 0.24% of the portfolio, ranked #55.

GM Advisory Group first reported a position in HQY in Q3 2023 and has held it in 11 quarters since. The position peaked at $8.77M in Q2 2025. 487 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

GM Advisory Group held 75,402 shares of HealthEquity worth $6.3M as of Q1 2026.
GM Advisory Group bought 20 HealthEquity shares in Q1 2026, an estimated $1.64K.
HealthEquity made up 0.24% of GM Advisory Group's portfolio in Q1 2026, its #55 holding.
GM Advisory Group first reported a position in HealthEquity in Q3 2023 and has held it in 11 quarters since.
GM Advisory Group's HealthEquity position peaked at $8.77M in Q2 2025.
487 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.