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New Age Alpha Advisors’s HealthEquity HQY Stock Holding History

New Age Alpha 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 		$1.87M Sell
22,367
-497
-2% -$40.8K 0.09% 315
2025
Q4 		$2.09M Sell
22,864
-711
-3% -$68.1K 0.09% 309
2025
Q3 		$2.23M Sell
23,575
-1,458
-6% -$137K 0.09% 288
2025
Q2 		$2.62M Buy
25,033
+2,858
+13% +$271K 0.12% 266
2025
Q1 		$1.96M Buy
22,175
+19,584
+756% +$2.01M 0.09% 319
2024
Q4 		$249K Buy
+2,591
New +$241K 0.01% 624

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

New Age Alpha Advisors's HQY Position: Q1 2026 in Review

New Age Alpha Advisors reduced its HealthEquity (HQY) stake by 2.2% in Q1 2026, selling an estimated $40.8K and leaving 22,367 shares worth $1.87M. The position accounts for 0.09% of the portfolio, ranked #315.

New Age Alpha Advisors first reported a position in HQY in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.62M in Q2 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • New Age Alpha Advisors held 22,367 shares of HealthEquity worth $1.87M as of Q1 2026.
  • New Age Alpha Advisors sold 497 HealthEquity shares in Q1 2026, an estimated $40.8K.
  • HealthEquity made up 0.09% of New Age Alpha Advisors's portfolio in Q1 2026, its #315 holding.
  • New Age Alpha Advisors first reported a position in HealthEquity in Q4 2024 and has held it in 6 quarters since.
  • New Age Alpha Advisors's HealthEquity position peaked at $2.62M in Q2 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.