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Merit Financial Group’s HealthEquity HQY Stock Holding History

Merit Financial 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
Q2 		$664K Buy
7,350
+4,511
+159% +$382K ﹤0.01% 1323
2026
Q1 		$237K Sell
2,839
-18
-0.6% -$1.48K ﹤0.01% 1807
2025
Q4 		$262K Buy
2,857
+745
+35% +$71.3K ﹤0.01% 1642
2025
Q3 		$200K Buy
2,112
+172
+9% +$16.2K ﹤0.01% 1679
2025
Q2 		$203K Buy
+1,940
New +$184K ﹤0.01% 1553

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
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Merit Financial Group's HQY Position: Q2 2026 in Review

Merit Financial Group increased its HealthEquity (HQY) stake by 159% in Q2 2026, buying an estimated $382K and bringing the position to 7,350 shares worth $664K. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

Merit Financial Group first reported a position in HQY in Q2 2025 and has held it in 5 quarters since. 90 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Merit Financial Group held 7,350 shares of HealthEquity worth $664K as of Q2 2026.
  • Merit Financial Group bought 4,511 HealthEquity shares in Q2 2026, an estimated $382K.
  • HealthEquity made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1323 holding.
  • Merit Financial Group first reported a position in HealthEquity in Q2 2025 and has held it in 5 quarters since.
  • 90 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.