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Mirabella Financial Services’s HealthEquity HQY Stock Holding History

Mirabella 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
Q1 		– Sell
-3,687
Closed -$338K – 1033
2025
Q4 		$338K Buy
+3,687
New +$353K 0.03% 414

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Morgan Stanley
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Geode Capital Management
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AQR Capital Management
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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

Mirabella Financial Services's HQY Position: Q1 2026 in Review

Mirabella Financial Services sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 3,687 shares — an estimated $338K sold.

Mirabella Financial Services first reported a position in HQY in Q4 2025 and held it in 1 quarter. The position peaked at $338K in Q4 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Mirabella Financial Services reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 3,687 HealthEquity shares in Q1 2026, an estimated $338K.
  • Mirabella Financial Services first reported a position in HealthEquity in Q4 2025 and held it in 1 quarter.
  • Mirabella Financial Services's HealthEquity position peaked at $338K in Q4 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.