Level Four Advisory Services’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
Other funds holding HQY
WA
Level Four Advisory Services's HQY Position: Q2 2026 in Review
Level Four Advisory Services increased its HealthEquity (HQY) stake by 11% in Q2 2026, buying an estimated $54.4K and bringing the position to 6,556 shares worth $592K. The position accounts for 0.02% of the portfolio, ranked #580.
Level Four Advisory Services first reported a position in HQY in Q3 2023 and has held it in 9 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.
- Level Four Advisory Services held 6,556 shares of HealthEquity worth $592K as of Q2 2026.
- Level Four Advisory Services bought 642 HealthEquity shares in Q2 2026, an estimated $54.4K.
- HealthEquity made up 0.02% of Level Four Advisory Services's portfolio in Q2 2026, its #580 holding.
- Level Four Advisory Services first reported a position in HealthEquity in Q3 2023 and has held it in 9 quarters since.
- 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.
Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.