New Mexico Educational Retirement Board’s HealthEquity HQY Stock Holding History

New Mexico Educational Retirement Board’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	$1.56M	Hold	17,300	–	–	0.04%	502
2026 Q1	$1.45M	Hold	17,300	–	–	0.04%	472
2025 Q4	$1.58M	Hold	17,300	–	–	0.05%	444
2025 Q3	$1.64M	Hold	17,300	–	–	0.05%	412
2025 Q2	$1.81M	Hold	17,300	–	–	0.06%	347
2025 Q1	$1.53M	Hold	17,300	–	–	0.05%	407
2024 Q4	$1.66M	Hold	17,300	–	–	0.06%	384
2024 Q3	$1.42M	Hold	17,300	–	–	0.05%	470
2024 Q2	$1.49M	Hold	17,300	–	–	0.05%	414
2024 Q1	$1.41M	Hold	17,300	–	–	0.05%	455
2023 Q4	$1.15M	Hold	17,300	–	–	0.04%	522
2023 Q3	$1.26M	Hold	17,300	–	–	0.05%	422
2023 Q2	$1.09M	Buy	17,300 +2,000	+13%	+$116K	0.05%	504
2023 Q1	$898K	Buy	15,300 +2,000	+15%	+$121K	0.05%	517
2022 Q4	$820K	Hold	13,300	–	–	0.04%	528
2022 Q3	$893K	Hold	13,300	–	–	0.05%	438
2022 Q2	$816K	Sell	13,300 -3,900	-23%	-$250K	0.04%	519
2022 Q1	$1.16M	Hold	17,200	–	–	0.04%	512
2021 Q4	$761K	Hold	17,200	–	–	0.03%	755
2021 Q3	$1.11M	Hold	17,200	–	–	0.04%	568
2021 Q2	$1.38M	Buy	17,200 +3,800	+28%	+$290K	0.05%	460
2021 Q1	$911K	Hold	13,400	–	–	0.04%	585
2020 Q4	$934K	Sell	13,400 -1,300	-9%	-$80.9K	0.04%	512
2020 Q3	$755K	Sell	14,700 -2,200	-13%	-$121K	0.04%	554
2020 Q2	$992K	Hold	16,900	–	–	0.05%	456
2020 Q1	$855K	Buy	16,900 +4,900	+41%	+$325K	0.05%	431
2019 Q4	$889K	Hold	12,000	–	–	0.04%	532
2019 Q3	$686K	Buy	12,000 +2,600	+28%	+$173K	0.03%	634
2019 Q2	$615K	Sell	9,400 -1,600	-15%	-$111K	0.03%	684
2019 Q1	$814K	Hold	11,000	–	–	0.04%	604
2018 Q4	$656K	Sell	11,000 -1,400	-11%	-$113K	0.03%	646
2018 Q3	$1.17M	Buy	+12,400	New	+$1.07M	0.04%	503

Other funds holding HQY

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFM

Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

New Mexico Educational Retirement Board's HQY Position: Q2 2026 in Review

New Mexico Educational Retirement Board held its HealthEquity (HQY) position steady in Q2 2026 at 17,300 shares worth $1.56M. The position accounts for 0.04% of the portfolio, ranked #502.

New Mexico Educational Retirement Board first reported a position in HQY in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.81M in Q2 2025. 150 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

New Mexico Educational Retirement Board held 17,300 shares of HealthEquity worth $1.56M as of Q2 2026.
New Mexico Educational Retirement Board left its HealthEquity share count unchanged in Q2 2026.
HealthEquity made up 0.04% of New Mexico Educational Retirement Board's portfolio in Q2 2026, its #502 holding.
New Mexico Educational Retirement Board first reported a position in HealthEquity in Q3 2018 and has held it in 32 quarters since.
New Mexico Educational Retirement Board's HealthEquity position peaked at $1.81M in Q2 2025.
150 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on New Mexico Educational Retirement Board's 13F filing for Q2 2026, filed 29 Jul 2026.