Mutual Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
Other funds holding HQY
WA
Mutual Advisors's HQY Position: Q2 2026 in Review
Mutual Advisors increased its HealthEquity (HQY) stake by 0.81% in Q2 2026, buying an estimated $3.48K and bringing the position to 5,096 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #979.
Mutual Advisors first reported a position in HQY in Q1 2025 and has held it in 6 quarters since. The position peaked at $565K in Q2 2025. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.
- Mutual Advisors held 5,096 shares of HealthEquity worth $460K as of Q2 2026.
- Mutual Advisors bought 41 HealthEquity shares in Q2 2026, an estimated $3.48K.
- HealthEquity made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #979 holding.
- Mutual Advisors first reported a position in HealthEquity in Q1 2025 and has held it in 6 quarters since.
- Mutual Advisors's HealthEquity position peaked at $565K in Q2 2025.
- 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.
Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.