IAS
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IMA Advisory Services’s HealthEquity HQY Stock Holding History

IMA Advisory Services’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 		– Sell
-2
Closed -$167 – 1413
2026
Q1 		$167 Hold
2
– – ﹤0.01% 975
2025
Q4 		$183 Hold
2
– – ﹤0.01% 955
2025
Q3 		$190 Hold
2
– – ﹤0.01% 508
2025
Q2 		$210 Buy
+2
New +$190 ﹤0.01% 481

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

IMA Advisory Services's HQY Position: Q2 2026 in Review

IMA Advisory Services sold out of HealthEquity (HQY) in Q2 2026, closing a stake of 2 shares — an estimated $167 sold.

IMA Advisory Services first reported a position in HQY in Q2 2025 and held it in 4 quarters. The position peaked at $210 in Q2 2025. 501 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • IMA Advisory Services reported no remaining HealthEquity position as of Q2 2026 after selling out during the quarter.
  • IMA Advisory Services sold 2 HealthEquity shares in Q2 2026, an estimated $167.
  • IMA Advisory Services first reported a position in HealthEquity in Q2 2025 and held it in 4 quarters.
  • IMA Advisory Services's HealthEquity position peaked at $210 in Q2 2025.
  • 501 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.