James T. Borello
HQY icon

James T. Borello’s HealthEquity HQY Stock Holding History

James T. Borello’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 		$177 Buy
2
+1
+100% +$98 ﹤0.01% 1138
2026
Q2 		$90 Hold
1
– – ﹤0.01% 1197
2026
Q1 		$84 Sell
1
-1
-50% -$82 ﹤0.01% 1182
2025
Q4 		$183 Sell
2
-9
-82% -$862 ﹤0.01% 1026
2025
Q3 		$1.04K Buy
+11
New +$1.04K ﹤0.01% 806

Other funds holding HQY

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

James T. Borello's HQY Position: Q3 2026 in Review

James T. Borello increased its HealthEquity (HQY) stake by 100% in Q3 2026, buying an estimated $98 and bringing the position to 2 shares worth $177. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

James T. Borello first reported a position in HQY in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.04K in Q3 2025. 140 funds tracked by Wall St. Rank hold HQY as of Q3 2026.

  • James T. Borello held 2 shares of HealthEquity worth $177 as of Q3 2026.
  • James T. Borello bought 1 HealthEquity share in Q3 2026, an estimated $98.
  • HealthEquity made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #1138 holding.
  • James T. Borello first reported a position in HealthEquity in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello's HealthEquity position peaked at $1.04K in Q3 2025.
  • 140 funds tracked by Wall St. Rank held HealthEquity as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.