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NewEdge Advisors’s HealthEquity HQY Stock Holding History

NewEdge 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 		$1.09M Buy
13,027
+796
+7% +$65.3K ﹤0.01% 1457
2025
Q4 		$1.12M Sell
12,231
-370
-3% -$35.4K ﹤0.01% 1414
2025
Q3 		$1.19M Buy
12,601
+920
+8% +$86.6K 0.01% 1294
2025
Q2 		$1.22M Sell
11,681
-941
-7% -$89.2K 0.01% 1180
2025
Q1 		$1.12M Sell
12,622
-361
-3% -$37K 0.01% 1124
2024
Q4 		$1.25M Buy
12,983
+384
+3% +$35.8K 0.01% 1054
2024
Q3 		$1.03M Buy
12,599
+1,347
+12% +$104K 0.01% 1091
2024
Q2 		$970K Sell
11,252
-3,076
-21% -$249K 0.01% 1085
2024
Q1 		$1.17M Sell
14,328
-1,202
-8% -$93.9K 0.01% 927
2023
Q4 		$1.08M Buy
15,530
+4,024
+35% +$279K 0.01% 898
2023
Q3 		$841K Sell
11,506
-1,792
-13% -$121K 0.01% 939
2023
Q2 		$840K Buy
13,298
+332
+3% +$19.3K 0.01% 951
2023
Q1 		$761K Sell
12,966
-1,543
-11% -$93.7K 0.01% 910
2022
Q4 		$132K Buy
14,509
+1,985
+16% +$133K ﹤0.01% 1334
2022
Q3 		$841K Buy
+12,524
New +$793K 0.01% 717

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

NewEdge Advisors's HQY Position: Q1 2026 in Review

NewEdge Advisors increased its HealthEquity (HQY) stake by 6.5% in Q1 2026, buying an estimated $65.3K and bringing the position to 13,027 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

NewEdge Advisors first reported a position in HQY in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.25M in Q4 2024. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • NewEdge Advisors held 13,027 shares of HealthEquity worth $1.09M as of Q1 2026.
  • NewEdge Advisors bought 796 HealthEquity shares in Q1 2026, an estimated $65.3K.
  • HealthEquity made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1457 holding.
  • NewEdge Advisors first reported a position in HealthEquity in Q3 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's HealthEquity position peaked at $1.25M in Q4 2024.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.