HC Advisors’s HealthEquity HQY Stock Holding History

HC 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 Q1	$726K	Sell	8,690 -190	-2%	-$15.6K	0.49%	27
2025 Q4	$813K	Hold	8,880	–	–	0.56%	26
2025 Q3	$842K	Hold	8,880	–	–	0.59%	24
2025 Q2	$930K	Hold	8,880	–	–	0.66%	24
2025 Q1	$785K	Sell	8,880 -150	-2%	-$15.4K	0.59%	24
2024 Q4	$866K	Sell	9,030 -2,604	-22%	-$243K	0.7%	23
2024 Q3	$952K	Sell	11,634 -139	-1%	-$10.7K	0.78%	22
2024 Q2	$1.01M	Sell	11,773 -176	-1%	-$14.2K	0.94%	22
2024 Q1	$975K	Sell	11,949 -171	-1%	-$13.4K	0.46%	42
2023 Q4	$804K	Hold	12,120	–	–	0.45%	41
2023 Q3	$885K	Buy	12,120 +25	+0.2%	+$1.69K	0.53%	36
2023 Q2	$764K	Hold	12,095	–	–	0.44%	39
2023 Q1	$710K	Hold	12,095	–	–	0.44%	41
2022 Q4	$746K	Hold	12,095	–	–	0.51%	39
2022 Q3	$812K	Hold	12,095	–	–	0.56%	39
2022 Q2	$743K	Sell	12,095 -200	-2%	-$12.8K	0.53%	38
2022 Q1	$829K	Buy	+12,295	New	+$664K	0.53%	38

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HC Advisors's HQY Position: Q1 2026 in Review

HC Advisors reduced its HealthEquity (HQY) stake by 2.1% in Q1 2026, selling an estimated $15.6K and leaving 8,690 shares worth $726K. The position accounts for 0.49% of the portfolio, ranked #27.

HC Advisors first reported a position in HQY in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.01M in Q2 2024. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

HC Advisors held 8,690 shares of HealthEquity worth $726K as of Q1 2026.
HC Advisors sold 190 HealthEquity shares in Q1 2026, an estimated $15.6K.
HealthEquity made up 0.49% of HC Advisors's portfolio in Q1 2026, its #27 holding.
HC Advisors first reported a position in HealthEquity in Q1 2022 and has held it in 17 quarters since.
HC Advisors's HealthEquity position peaked at $1.01M in Q2 2024.
485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on HC Advisors's 13F filing for Q1 2026, filed 5 May 2026.