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LRI Investments’s HealthEquity HQY Stock Holding History

LRI Investments’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
Q2 		$361 Buy
+4
New +$339 ﹤0.01% 1613

Other funds holding HQY

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

LRI Investments's HQY Position: Q2 2026 in Review

LRI Investments opened a new position in HealthEquity (HQY) in Q2 2026: 4 shares worth $361. The stake represents ﹤0.01% of the portfolio and ranks #1613 among its holdings.

150 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • LRI Investments held 4 shares of HealthEquity worth $361 as of Q2 2026.
  • HealthEquity was a new LRI Investments position in Q2 2026.
  • HealthEquity made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1613 holding.
  • 150 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.