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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
Q2 		$1.97M Sell
21,773
-594
-3% -$50.4K 0.08% 302
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 $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

New Age Alpha Advisors's HQY Position: Q2 2026 in Review

New Age Alpha Advisors reduced its HealthEquity (HQY) stake by 2.7% in Q2 2026, selling an estimated $50.4K and leaving 21,773 shares worth $1.97M. The position accounts for 0.08% of the portfolio, ranked #302.

New Age Alpha Advisors first reported a position in HQY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.62M in Q2 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • New Age Alpha Advisors held 21,773 shares of HealthEquity worth $1.97M as of Q2 2026.
  • New Age Alpha Advisors sold 594 HealthEquity shares in Q2 2026, an estimated $50.4K.
  • HealthEquity made up 0.08% of New Age Alpha Advisors's portfolio in Q2 2026, its #302 holding.
  • New Age Alpha Advisors first reported a position in HealthEquity in Q4 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's HealthEquity position peaked at $2.62M in Q2 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.