Oxbow Advisors’s HealthEquity HQY Stock Holding History

Oxbow 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 Q2	$3.43M	Buy	37,990 +337	+0.9%	+$28.6K	0.28%	102
2026 Q1	$3.15M	Buy	+37,653	New	+$3.09M	0.27%	98

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Oxbow Advisors's HQY Position: Q2 2026 in Review

Oxbow Advisors increased its HealthEquity (HQY) stake by 0.9% in Q2 2026, buying an estimated $28.6K and bringing the position to 37,990 shares worth $3.43M. The position accounts for 0.28% of the portfolio, ranked #102.

Oxbow Advisors first reported a position in HQY in Q1 2026 and has held it in 2 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Oxbow Advisors held 37,990 shares of HealthEquity worth $3.43M as of Q2 2026.
Oxbow Advisors bought 337 HealthEquity shares in Q2 2026, an estimated $28.6K.
HealthEquity made up 0.28% of Oxbow Advisors's portfolio in Q2 2026, its #102 holding.
Oxbow Advisors first reported a position in HealthEquity in Q1 2026 and has held it in 2 quarters since.
500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Oxbow Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.