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Mount Yale Investment Advisors’s HealthEquity HQY Stock Holding History

Mount Yale 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
Q1 		$488K Buy
+5,836
New +$479K 0.01% 729
2025
Q3 		– Sell
-3,562
Closed -$373K – 1078
2025
Q2 		$373K Buy
3,562
+152
+4% +$14.4K 0.03% 410
2025
Q1 		$301K Sell
3,410
-47
-1% -$4.82K 0.03% 435
2024
Q4 		$332K Sell
3,457
-570
-14% -$53.1K 0.03% 417
2024
Q3 		$330K Buy
4,027
+14
+0.3% +$1.08K 0.03% 410
2024
Q2 		$346K Sell
4,013
-20
-0.5% -$1.62K 0.03% 405
2024
Q1 		$329K Sell
4,033
-152
-4% -$11.9K 0.03% 427
2023
Q4 		$277K Buy
4,185
+38
+0.9% +$2.63K 0.03% 431
2023
Q3 		$303K Sell
4,147
-115
-3% -$7.77K 0.03% 389
2023
Q2 		$269K Sell
4,262
-863
-17% -$50K 0.03% 415
2023
Q1 		$301K Buy
5,125
+549
+12% +$33.3K 0.03% 376
2022
Q4 		$282K Buy
4,576
+68
+2% +$4.57K 0.03% 368
2022
Q3 		$303K Buy
4,508
+528
+13% +$33.4K 0.04% 342
2022
Q2 		$244K Sell
3,980
-376
-9% -$24.1K 0.03% 407
2022
Q1 		$294K Buy
+4,356
New +$235K 0.03% 371
2021
Q4 		– Sell
-3,288
Closed -$213K – 476
2021
Q3 		$213K Buy
+3,288
New +$228K 0.02% 435

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

Mount Yale Investment Advisors's HQY Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in HealthEquity (HQY) in Q1 2026: 5,836 shares worth $488K. The stake represents 0.01% of the portfolio and ranks #729 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in HQY as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in HQY in Q3 2021 and has held it in 16 quarters since. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Mount Yale Investment Advisors held 5,836 shares of HealthEquity worth $488K as of Q1 2026.
  • HealthEquity was a new Mount Yale Investment Advisors position in Q1 2026.
  • HealthEquity made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #729 holding.
  • Mount Yale Investment Advisors first reported a position in HealthEquity in Q3 2021 and has held it in 16 quarters since.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.