Integrated Advisors Network
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Integrated Advisors Network’s HealthEquity HQY Stock Holding History

Integrated Advisors Network’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
Q3 		$323K Buy
+3,654
New +$358K 0.01% 538
2025
Q2 		– Sell
-2,936
Closed -$259K – 773
2025
Q1 		$259K Buy
+2,936
New +$301K 0.01% 625
2024
Q3 		– Sell
-4,335
Closed -$374K – 726
2024
Q2 		$374K Buy
+4,335
New +$350K 0.02% 529

Other funds holding HQY

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Integrated Advisors Network's HQY Position: Q3 2026 in Review

Integrated Advisors Network opened a new position in HealthEquity (HQY) in Q3 2026: 3,654 shares worth $323K. The stake represents 0.01% of the portfolio and ranks #538 among its holdings. This is a return to the name: Integrated Advisors Network previously reported a position in HQY as recently as Q1 2025.

Integrated Advisors Network first reported a position in HQY in Q2 2024 and has held it in 3 quarters since. The position peaked at $374K in Q2 2024. 288 funds tracked by Wall St. Rank hold HQY as of Q3 2026.

  • Integrated Advisors Network held 3,654 shares of HealthEquity worth $323K as of Q3 2026.
  • HealthEquity was a new Integrated Advisors Network position in Q3 2026.
  • HealthEquity made up 0.01% of Integrated Advisors Network's portfolio in Q3 2026, its #538 holding.
  • Integrated Advisors Network first reported a position in HealthEquity in Q2 2024 and has held it in 3 quarters since.
  • Integrated Advisors Network's HealthEquity position peaked at $374K in Q2 2024.
  • 288 funds tracked by Wall St. Rank held HealthEquity as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.