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
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 $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

Mercer Global Advisors's HQY Position: Q1 2026 in Review

Mercer Global Advisors increased its HealthEquity (HQY) stake by 55% in Q1 2026, buying an estimated $265K and bringing the position to 9,056 shares worth $757K. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

Mercer Global Advisors first reported a position in HQY in Q2 2025 and has held it in 4 quarters since. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Mercer Global Advisors held 9,056 shares of HealthEquity worth $757K as of Q1 2026.
  • Mercer Global Advisors bought 3,225 HealthEquity shares in Q1 2026, an estimated $265K.
  • HealthEquity made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1713 holding.
  • Mercer Global Advisors first reported a position in HealthEquity in Q2 2025 and has held it in 4 quarters since.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.