Nisa Investment Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $308K | Buy |
3,687
+36
| +1% | +$2.95K | ﹤0.01% | 1078 |
|
|
2025
Q4 | $334K | Sell |
3,651
-95
| -3% | -$9.09K | ﹤0.01% | 1109 |
|
|
2025
Q3 | $355K | Sell |
3,746
-41
| -1% | -$3.86K | ﹤0.01% | 1114 |
|
|
2025
Q2 | $397K | Buy |
3,787
+108
| +3% | +$10.2K | ﹤0.01% | 1050 |
|
|
2025
Q1 | $325K | Sell |
3,679
-40
| -1% | -$4.1K | ﹤0.01% | 1110 |
|
|
2024
Q4 | $357K | Buy |
3,719
+299
| +9% | +$27.9K | ﹤0.01% | 1141 |
|
|
2024
Q3 | $280K | Buy |
3,420
+566
| +20% | +$43.7K | ﹤0.01% | 1202 |
|
|
2024
Q2 | $246K | Buy |
2,854
+198
| +7% | +$16K | ﹤0.01% | 1261 |
|
|
2024
Q1 | $217K | Buy |
2,656
+68
| +3% | +$5.31K | ﹤0.01% | 1284 |
|
|
2023
Q4 | $172K | Sell |
2,588
-1,174
| -31% | -$81.4K | ﹤0.01% | 1308 |
|
|
2023
Q3 | $275K | Buy |
3,762
+12
| +0.3% | +$811 | ﹤0.01% | 1227 |
|
|
2023
Q2 | $237K | Sell |
3,750
-80
| -2% | -$4.64K | ﹤0.01% | 1284 |
|
|
2023
Q1 | $225K | Sell |
3,830
-73
| -2% | -$4.43K | ﹤0.01% | 1287 |
|
|
2022
Q4 | $241K | Sell |
3,903
-70
| -2% | -$4.71K | ﹤0.01% | 1307 |
|
|
2022
Q3 | $291K | Buy |
3,973
+338
| +9% | +$21.4K | ﹤0.01% | 1186 |
|
|
2022
Q2 | $223K | Hold |
3,635
| – | – | ﹤0.01% | 1277 |
|
|
2022
Q1 | $245K | Buy |
3,635
+370
| +11% | +$20K | ﹤0.01% | 1298 |
|
|
2021
Q4 | $174K | Buy |
3,265
+320
| +11% | +$18.6K | ﹤0.01% | 1316 |
|
|
2021
Q3 | $191 | Hold |
2,945
| – | – | ﹤0.01% | 1418 |
|
|
2021
Q2 | $237 | Sell |
2,945
-100
| -3% | -$7.62K | ﹤0.01% | 1348 |
|
|
2021
Q1 | $207 | Hold |
3,045
| – | – | ﹤0.01% | 1477 |
|
|
2020
Q4 | $212K | Buy |
3,045
+650
| +27% | +$40.4K | ﹤0.01% | 1444 |
|
|
2020
Q3 | $123K | Buy |
2,395
+1,750
| +271% | +$96.1K | ﹤0.01% | 1486 |
|
|
2020
Q2 | $38K | Sell |
645
-255
| -28% | -$14.1K | ﹤0.01% | 1640 |
|
|
2020
Q1 | $46K | Buy |
900
+300
| +50% | +$19.9K | ﹤0.01% | 1544 |
|
|
2019
Q4 | $44K | Buy |
600
+260
| +76% | +$16.2K | ﹤0.01% | 1550 |
|
|
2019
Q3 | $19K | Buy |
340
+70
| +26% | +$4.65K | ﹤0.01% | 1647 |
|
|
2019
Q2 | $18K | Hold |
270
| – | – | ﹤0.01% | 1623 |
|
|
2019
Q1 | $20K | Hold |
270
| – | – | ﹤0.01% | 1615 |
|
|
2018
Q4 | $16K | Sell |
270
-22,217
| -99% | -$1.79M | ﹤0.01% | 1546 |
|
|
2018
Q3 | $2.12M | Buy |
22,487
+22,267
| +10,121% | +$1.92M | 0.02% | 637 |
|
|
2018
Q2 | $17K | Hold |
220
| – | – | ﹤0.01% | 1561 |
|
|
2018
Q1 | $13K | Sell |
220
-150
| -41% | -$8.12K | ﹤0.01% | 1574 |
|
|
2017
Q4 | $17K | Hold |
370
| – | – | ﹤0.01% | 1586 |
|
|
2017
Q3 | $19K | Hold |
370
| – | – | ﹤0.01% | 1542 |
|
|
2017
Q2 | $18K | Buy |
370
+100
| +37% | +$4.68K | ﹤0.01% | 1516 |
|
|
2017
Q1 | $11K | Sell |
270
-230
| -46% | -$10.2K | ﹤0.01% | 1634 |
|
|
2016
Q4 | $20K | Buy |
+500
| New | +$19.3K | ﹤0.01% | 1638 |
|
Other funds holding HQY
WA
VPM
VCM
Nisa Investment Advisors's HQY Position: Q1 2026 in Review
Nisa Investment Advisors increased its HealthEquity (HQY) stake by 0.99% in Q1 2026, buying an estimated $2.95K and bringing the position to 3,687 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.
Nisa Investment Advisors first reported a position in HQY in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.12M in Q3 2018. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.
- Nisa Investment Advisors held 3,687 shares of HealthEquity worth $308K as of Q1 2026.
- Nisa Investment Advisors bought 36 HealthEquity shares in Q1 2026, an estimated $2.95K.
- HealthEquity made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #1078 holding.
- Nisa Investment Advisors first reported a position in HealthEquity in Q4 2016 and has held it in 38 quarters since.
- Nisa Investment Advisors's HealthEquity position peaked at $2.12M in Q3 2018.
- 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.
Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.