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Mather Group’s HealthEquity HQY Stock Holding History

Mather Group’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 		$16.3K Hold
180
– – ﹤0.01% 1383
2026
Q1 		$15K Buy
+180
New +$14.8K ﹤0.01% 1352
2025
Q4 		– Sell
-235
Closed -$22.3K – 1080
2025
Q3 		$22.3K Buy
+235
New +$22.1K ﹤0.01% 1097
2025
Q2 		– Sell
-245
Closed -$21.7K – 1094
2025
Q1 		$21.7K Buy
245
+29
+13% +$2.97K ﹤0.01% 1077
2024
Q4 		$20.7K Buy
216
+105
+95% +$9.78K ﹤0.01% 1073
2024
Q3 		$9.09K Sell
111
-68
-38% -$5.25K ﹤0.01% 1193
2024
Q2 		$14.6K Sell
179
-42
-19% -$3.39K ﹤0.01% 1340
2024
Q1 		$14.7K Buy
+221
New +$17.3K ﹤0.01% 1112

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Mather Group's HQY Position: Q2 2026 in Review

Mather Group held its HealthEquity (HQY) position steady in Q2 2026 at 180 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Mather Group first reported a position in HQY in Q1 2024 and has held it in 8 quarters since. The position peaked at $22.3K in Q3 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Mather Group held 180 shares of HealthEquity worth $16.3K as of Q2 2026.
  • Mather Group left its HealthEquity share count unchanged in Q2 2026.
  • HealthEquity made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1383 holding.
  • Mather Group first reported a position in HealthEquity in Q1 2024 and has held it in 8 quarters since.
  • Mather Group's HealthEquity position peaked at $22.3K in Q3 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.