OP Asset Management’s HealthEquity HQY Stock Holding History

OP Asset Management’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	$1.73M	Hold	19,105	–	–	0.02%	507
2026 Q1	$1.6M	Sell	19,105 -5,778	-23%	-$474K	0.02%	515
2025 Q4	$2.28M	Buy	24,883 +11,578	+87%	+$1.11M	0.03%	406
2025 Q3	$1.26M	Hold	13,305	–	–	0.02%	561
2025 Q2	$1.39M	Sell	13,305 -13,793	-51%	-$1.31M	0.02%	546
2025 Q1	$2.39M	Buy	+27,098	New	+$2.78M	0.04%	379

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

OP Asset Management's HQY Position: Q2 2026 in Review

OP Asset Management held its HealthEquity (HQY) position steady in Q2 2026 at 19,105 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #507.

OP Asset Management first reported a position in HQY in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.39M in Q1 2025. 150 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

OP Asset Management held 19,105 shares of HealthEquity worth $1.73M as of Q2 2026.
OP Asset Management left its HealthEquity share count unchanged in Q2 2026.
HealthEquity made up 0.02% of OP Asset Management's portfolio in Q2 2026, its #507 holding.
OP Asset Management first reported a position in HealthEquity in Q1 2025 and has held it in 6 quarters since.
OP Asset Management's HealthEquity position peaked at $2.39M in Q1 2025.
150 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.