IAS
HQY icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
WA
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IMA Advisory Services's HQY Position: Q1 2026 in Review

IMA Advisory Services held its HealthEquity (HQY) position steady in Q1 2026 at 2 shares worth $167. The position accounts for ﹤0.01% of the portfolio, ranked #975.

IMA Advisory Services first reported a position in HQY in Q2 2025 and has held it in 4 quarters since. The position peaked at $210 in Q2 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • IMA Advisory Services held 2 shares of HealthEquity worth $167 as of Q1 2026.
  • IMA Advisory Services left its HealthEquity share count unchanged in Q1 2026.
  • HealthEquity made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #975 holding.
  • IMA Advisory Services first reported a position in HealthEquity in Q2 2025 and has held it in 4 quarters since.
  • IMA Advisory Services's HealthEquity position peaked at $210 in Q2 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.