Level Four Advisory Services’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
Other funds holding HQY
WA
VPM
VCM
Level Four Advisory Services's HQY Position: Q1 2026 in Review
Level Four Advisory Services increased its HealthEquity (HQY) stake by 14% in Q1 2026, buying an estimated $58K and bringing the position to 5,914 shares worth $494K. The position accounts for 0.02% of the portfolio, ranked #594.
Level Four Advisory Services first reported a position in HQY in Q3 2023 and has held it in 8 quarters since. The position peaked at $583K in Q3 2023. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.
- Level Four Advisory Services held 5,914 shares of HealthEquity worth $494K as of Q1 2026.
- Level Four Advisory Services bought 707 HealthEquity shares in Q1 2026, an estimated $58K.
- HealthEquity made up 0.02% of Level Four Advisory Services's portfolio in Q1 2026, its #594 holding.
- Level Four Advisory Services first reported a position in HealthEquity in Q3 2023 and has held it in 8 quarters since.
- Level Four Advisory Services's HealthEquity position peaked at $583K in Q3 2023.
- 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.
Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.