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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
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 $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mather Group's HQY Position: Q1 2026 in Review

Mather Group opened a new position in HealthEquity (HQY) in Q1 2026: 180 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #1352 among its holdings. This is a return to the name: Mather Group previously reported a position in HQY as recently as Q3 2025.

Mather Group first reported a position in HQY in Q1 2024 and has held it in 7 quarters since. The position peaked at $22.3K in Q3 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Mather Group held 180 shares of HealthEquity worth $15K as of Q1 2026.
  • HealthEquity was a new Mather Group position in Q1 2026.
  • HealthEquity made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1352 holding.
  • Mather Group first reported a position in HealthEquity in Q1 2024 and has held it in 7 quarters since.
  • Mather Group's HealthEquity position peaked at $22.3K in Q3 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.