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HFM Investment Advisors’s HealthEquity HQY Stock Holding History

HFM 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 		$813 Buy
9
+5
+125% +$424 ﹤0.01% 807
2026
Q1 		$334 Buy
4
+1
+33% +$82 ﹤0.01% 823
2025
Q4 		$275 Hold
3
– – ﹤0.01% 924
2025
Q3 		$284 Hold
3
– – ﹤0.01% 885
2025
Q2 		$314 Buy
3
+2
+200% +$190 ﹤0.01% 831
2025
Q1 		$89 Buy
+1
New +$103 ﹤0.01% 893

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

HFM Investment Advisors increased its HealthEquity (HQY) stake by 125% in Q2 2026, buying an estimated $424 and bringing the position to 9 shares worth $813. The position accounts for ﹤0.01% of the portfolio, ranked #807.

HFM Investment Advisors first reported a position in HQY in Q1 2025 and has held it in 6 quarters since. 501 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • HFM Investment Advisors held 9 shares of HealthEquity worth $813 as of Q2 2026.
  • HFM Investment Advisors bought 5 HealthEquity shares in Q2 2026, an estimated $424.
  • HealthEquity made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #807 holding.
  • HFM Investment Advisors first reported a position in HealthEquity in Q1 2025 and has held it in 6 quarters since.
  • 501 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.