Mercer Global Advisors
HQY icon

Mercer Global Advisors’s HealthEquity HQY Stock Holding History

Mercer Global 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 		$2.61M Buy
28,886
+19,830
+219% +$1.68M ﹤0.01% 1189
2026
Q1 		$757K Buy
9,056
+3,225
+55% +$265K ﹤0.01% 1713
2025
Q4 		$534K Sell
5,831
-1,224
-17% -$117K ﹤0.01% 1814
2025
Q3 		$669K Buy
7,055
+3,842
+120% +$362K ﹤0.01% 1579
2025
Q2 		$337K Buy
+3,213
New +$305K ﹤0.01% 1788

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

Mercer Global Advisors's HQY Position: Q2 2026 in Review

Mercer Global Advisors increased its HealthEquity (HQY) stake by 219% in Q2 2026, buying an estimated $1.68M and bringing the position to 28,886 shares worth $2.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Mercer Global Advisors first reported a position in HQY in Q2 2025 and has held it in 5 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Mercer Global Advisors held 28,886 shares of HealthEquity worth $2.61M as of Q2 2026.
  • Mercer Global Advisors bought 19,830 HealthEquity shares in Q2 2026, an estimated $1.68M.
  • HealthEquity made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1189 holding.
  • Mercer Global Advisors first reported a position in HealthEquity in Q2 2025 and has held it in 5 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.