NAM
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NorthCrest Asset Manangement’s HealthEquity HQY Stock Holding History

NorthCrest Asset Manangement’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 		$858K Buy
9,052
+2,269
+33% +$192K 0.02% 416
2026
Q1 		$574K Buy
6,783
+127
+2% +$10.4K 0.02% 436
2025
Q4 		$622K Buy
6,656
+22
+0.3% +$2.11K 0.01% 481
2025
Q3 		$587K Buy
6,634
+189
+3% +$17.8K 0.01% 456
2025
Q2 		$658K Buy
6,445
+34
+0.5% +$3.22K 0.02% 369
2025
Q1 		$567K Buy
6,411
+7
+0.1% +$718 0.02% 407
2024
Q4 		$614K Buy
6,404
+1
+0% +$93 0.02% 369
2024
Q3 		$524K Buy
6,403
+3
+0% +$231 0.02% 390
2024
Q2 		$552K Hold
6,400
– – 0.02% 369
2024
Q1 		$522K Sell
6,400
-400
-6% -$31.2K 0.02% 379
2023
Q4 		$451K Hold
6,800
– – 0.02% 395
2023
Q3 		$497K Hold
6,800
– – 0.02% 367
2023
Q2 		$429K Hold
6,800
– – 0.02% 391
2023
Q1 		$399K Buy
6,800
+600
+10% +$36.4K 0.02% 404
2022
Q4 		$382K Buy
6,200
+100
+2% +$6.72K 0.02% 323
2022
Q3 		$410K Hold
6,100
– – 0.02% 328
2022
Q2 		$374K Hold
6,100
– – 0.02% 341
2022
Q1 		$411K Buy
+6,100
New +$329K 0.02% 325

Other funds holding HQY

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

NorthCrest Asset Manangement's HQY Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its HealthEquity (HQY) stake by 33% in Q2 2026, buying an estimated $192K and bringing the position to 9,052 shares worth $858K. The position accounts for 0.02% of the portfolio, ranked #416.

NorthCrest Asset Manangement first reported a position in HQY in Q1 2022 and has held it in 18 quarters since. 67 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • NorthCrest Asset Manangement held 9,052 shares of HealthEquity worth $858K as of Q2 2026.
  • NorthCrest Asset Manangement bought 2,269 HealthEquity shares in Q2 2026, an estimated $192K.
  • HealthEquity made up 0.02% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #416 holding.
  • NorthCrest Asset Manangement first reported a position in HealthEquity in Q1 2022 and has held it in 18 quarters since.
  • 67 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.