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MeadowBrook Investment Advisors’s HealthEquity HQY Stock Holding History

MeadowBrook Investment Advisors’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 		$274K Hold
3,035
– – 0.22% 89
2026
Q1 		$254K Sell
3,035
-30
-1% -$2.46K 0.22% 90
2025
Q4 		$281K Sell
3,065
-45
-1% -$4.31K 0.24% 86
2025
Q3 		$295K Buy
3,110
+20
+0.6% +$1.88K 0.25% 85
2025
Q2 		$324K Sell
3,090
-110
-3% -$10.4K 0.29% 79
2025
Q1 		$283K Sell
3,200
-310
-9% -$31.8K 0.26% 85
2024
Q4 		$337K Sell
3,510
-565
-14% -$52.6K 0.3% 76
2024
Q3 		$334K Sell
4,075
-20
-0.5% -$1.54K 0.3% 78
2024
Q2 		$353K Buy
4,095
+5
+0.1% +$404 0.33% 68
2024
Q1 		$334K Sell
4,090
-320
-7% -$25K 0.31% 74
2023
Q4 		$292K Buy
+4,410
New +$306K 0.28% 81

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
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
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

MeadowBrook Investment Advisors's HQY Position: Q2 2026 in Review

MeadowBrook Investment Advisors held its HealthEquity (HQY) position steady in Q2 2026 at 3,035 shares worth $274K. The position accounts for 0.22% of the portfolio, ranked #89.

MeadowBrook Investment Advisors first reported a position in HQY in Q4 2023 and has held it in 11 quarters since. The position peaked at $353K in Q2 2024. 67 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • MeadowBrook Investment Advisors held 3,035 shares of HealthEquity worth $274K as of Q2 2026.
  • MeadowBrook Investment Advisors left its HealthEquity share count unchanged in Q2 2026.
  • HealthEquity made up 0.22% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #89 holding.
  • MeadowBrook Investment Advisors first reported a position in HealthEquity in Q4 2023 and has held it in 11 quarters since.
  • MeadowBrook Investment Advisors's HealthEquity position peaked at $353K in Q2 2024.
  • 67 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.