Iron Gate Global Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $452K | Sell |
5,413
-1,536
| -22% | -$126K | 0.05% | 61 |
|
|
2025
Q4 | $637K | Sell |
6,949
-2,097
| -23% | -$201K | 0.07% | 52 |
|
|
2025
Q3 | $852K | Buy |
+9,046
| New | +$851K | 0.09% | 46 |
|
|
2025
Q2 | – | Sell |
-17,723
| Closed | -$1.57M | – | 91 |
|
|
2025
Q1 | $1.57M | Sell |
17,723
-6,165
| -26% | -$632K | 0.22% | 30 |
|
|
2024
Q4 | $2.29M | Sell |
23,888
-1,330
| -5% | -$124K | 0.32% | 28 |
|
|
2024
Q3 | $2.06M | Sell |
25,218
-1,702
| -6% | -$131K | 0.32% | 29 |
|
|
2024
Q2 | $2.32M | Sell |
26,920
-4,519
| -14% | -$365K | 0.38% | 25 |
|
|
2024
Q1 | $2.53M | Sell |
31,439
-8,021
| -20% | -$626K | 0.45% | 25 |
|
|
2023
Q4 | $2.62M | Sell |
39,460
-3,359
| -8% | -$233K | 0.52% | 23 |
|
|
2023
Q3 | $3.18M | Sell |
42,819
-7,075
| -14% | -$478K | 0.72% | 19 |
|
|
2023
Q2 | $3.15M | Sell |
49,894
-4,509
| -8% | -$261K | 0.68% | 20 |
|
|
2023
Q1 | $3.19M | Sell |
54,403
-9,810
| -15% | -$596K | 0.79% | 19 |
|
|
2022
Q4 | $3.96M | Sell |
64,213
-86,727
| -57% | -$5.83M | 1.08% | 18 |
|
|
2022
Q3 | $10.1M | Sell |
150,940
-7,004
| -4% | -$443K | 2.84% | 12 |
|
|
2022
Q2 | $9.69M | Sell |
157,944
-1,578
| -1% | -$101K | 2.67% | 12 |
|
|
2022
Q1 | $10.8M | Sell |
159,522
-917
| -0.6% | -$49.5K | 2.46% | 12 |
|
|
2021
Q4 | $7.56M | Buy |
160,439
+45,611
| +40% | +$2.66M | 1.77% | 15 |
|
|
2021
Q3 | $7.5M | Buy |
114,828
+9,736
| +9% | +$676K | 2.03% | 14 |
|
|
2021
Q2 | $8.46M | Sell |
105,092
-68,148
| -39% | -$5.19M | 2.38% | 15 |
|
|
2021
Q1 | $11.8M | Sell |
173,240
-2,632
| -1% | -$207K | 3.76% | 10 |
|
|
2020
Q4 | $12.3M | Buy |
175,872
+869
| +0.5% | +$54.1K | 4.52% | 9 |
|
|
2020
Q3 | $8.99M | Buy |
175,003
+7,908
| +5% | +$434K | 3.79% | 9 |
|
|
2020
Q2 | $9.81M | Buy |
167,095
+49,175
| +42% | +$2.72M | 4.76% | 9 |
|
|
2020
Q1 | $5.97M | Buy |
117,920
+34,539
| +41% | +$2.29M | 4.05% | 9 |
|
|
2019
Q4 | $6.18M | Sell |
83,381
-4,850
| -5% | -$303K | 3.53% | 10 |
|
|
2019
Q3 | $5.04M | Hold |
88,231
| – | – | 3.06% | 9 |
|
|
2019
Q2 | $5.77M | Buy |
88,231
+786
| +0.9% | +$54.7K | 3.84% | 8 |
|
|
2019
Q1 | $6.47M | Hold |
87,445
| – | – | 2.59% | 11 |
|
|
2018
Q4 | $5.22M | Sell |
87,445
-181
| -0.2% | -$14.6K | 3.87% | 9 |
|
|
2018
Q3 | $7.39M | Sell |
87,626
-112,813
| -56% | -$9.72M | 4.82% | 8 |
|
|
2018
Q2 | $15.1M | Sell |
200,439
-1,953
| -1% | -$140K | 11.03% | 2 |
|
|
2018
Q1 | $12.3M | Hold |
202,392
| – | – | 9.3% | 3 |
|
|
2017
Q4 | $9.44M | Sell |
202,392
-34,847
| -15% | -$1.73M | 7.99% | 3 |
|
|
2017
Q3 | $12M | Buy |
237,239
+4,493
| +2% | +$209K | 11.21% | 2 |
|
|
2017
Q2 | $11.6M | Buy |
+232,746
| New | +$10.9M | 12.8% | 2 |
|
Other funds holding HQY
WA
VPM
VCM
Iron Gate Global Advisors's HQY Position: Q1 2026 in Review
Iron Gate Global Advisors reduced its HealthEquity (HQY) stake by 22% in Q1 2026, selling an estimated $126K and leaving 5,413 shares worth $452K. The position accounts for 0.05% of the portfolio, ranked #61.
Iron Gate Global Advisors first reported a position in HQY in Q2 2017 and has held it in 35 quarters since. The position peaked at $15.1M in Q2 2018. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.
- Iron Gate Global Advisors held 5,413 shares of HealthEquity worth $452K as of Q1 2026.
- Iron Gate Global Advisors sold 1,536 HealthEquity shares in Q1 2026, an estimated $126K.
- HealthEquity made up 0.05% of Iron Gate Global Advisors's portfolio in Q1 2026, its #61 holding.
- Iron Gate Global Advisors first reported a position in HealthEquity in Q2 2017 and has held it in 35 quarters since.
- Iron Gate Global Advisors's HealthEquity position peaked at $15.1M in Q2 2018.
- 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.
Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.