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Mattson Financial Services’s HealthEquity HQY Stock Holding History

Mattson Financial Services’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 		$484K Buy
4,901
+654
+15% +$55.4K 0.1% 148
2026
Q1 		$355K Buy
4,247
+566
+15% +$46.4K 0.08% 156
2025
Q4 		$337K Buy
3,681
+1,277
+53% +$122K 0.08% 161
2025
Q3 		$228K Buy
+2,404
New +$226K 0.05% 174
2025
Q2 		– Sell
-1,988
Closed -$176K – 237
2025
Q1 		$176K Buy
1,988
+267
+16% +$27.4K 0.05% 148
2024
Q4 		$141K Sell
1,721
-3,743
-69% -$349K 0.04% 139
2024
Q3 		$471K Sell
5,464
-72
-1% -$5.55K 0.17% 125
2024
Q2 		$477K Buy
+5,536
New +$447K 0.17% 125

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

Mattson Financial Services's HQY Position: Q2 2026 in Review

Mattson Financial Services increased its HealthEquity (HQY) stake by 15% in Q2 2026, buying an estimated $55.4K and bringing the position to 4,901 shares worth $484K. The position accounts for 0.1% of the portfolio, ranked #148.

Mattson Financial Services first reported a position in HQY in Q2 2024 and has held it in 8 quarters since. 496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Mattson Financial Services held 4,901 shares of HealthEquity worth $484K as of Q2 2026.
  • Mattson Financial Services bought 654 HealthEquity shares in Q2 2026, an estimated $55.4K.
  • HealthEquity made up 0.1% of Mattson Financial Services's portfolio in Q2 2026, its #148 holding.
  • Mattson Financial Services first reported a position in HealthEquity in Q2 2024 and has held it in 8 quarters since.
  • 496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.