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 Q3	$15.9K	Hold	180	–	–	﹤0.01%	1506
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%	+$9.8K	﹤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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Mather Group's HQY Position: Q3 2026 in Review

Mather Group held its HealthEquity (HQY) position steady in Q3 2026 at 180 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1506.

Mather Group first reported a position in HQY in Q1 2024 and has held it in 9 quarters since. The position peaked at $22.3K in Q3 2025. 89 funds tracked by Wall St. Rank hold HQY as of Q3 2026.

Mather Group held 180 shares of HealthEquity worth $15.9K as of Q3 2026.
Mather Group left its HealthEquity share count unchanged in Q3 2026.
HealthEquity made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1506 holding.
Mather Group first reported a position in HealthEquity in Q1 2024 and has held it in 9 quarters since.
Mather Group's HealthEquity position peaked at $22.3K in Q3 2025.
89 funds tracked by Wall St. Rank held HealthEquity as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.