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Parallel Advisors’s HealthEquity HQY Stock Holding History

Parallel 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 		$109K Sell
1,306
-81
-6% -$6.65K ﹤0.01% 1536
2025
Q4 		$127K Buy
1,387
+173
+14% +$16.6K ﹤0.01% 1338
2025
Q3 		$115K Sell
1,214
-233
-16% -$21.9K ﹤0.01% 1350
2025
Q2 		$152K Buy
1,447
+265
+22% +$25.1K ﹤0.01% 1148
2025
Q1 		$104K Buy
1,182
+28
+2% +$2.87K ﹤0.01% 1260
2024
Q4 		$111K Buy
1,154
+2
+0.2% +$186 ﹤0.01% 1214
2024
Q3 		$94.3K Sell
1,152
-258
-18% -$19.9K ﹤0.01% 1287
2024
Q2 		$122K Buy
1,410
+616
+78% +$49.8K ﹤0.01% 1089
2024
Q1 		$64.8K Buy
794
+115
+17% +$8.98K ﹤0.01% 1376
2023
Q4 		$45K Buy
679
+488
+255% +$33.8K ﹤0.01% 1475
2023
Q3 		$14K Buy
191
+67
+54% +$4.53K ﹤0.01% 2035
2023
Q2 		$7.83K Sell
124
-17
-12% -$986 ﹤0.01% 2270
2023
Q1 		$8.28K Sell
141
-23
-14% -$1.4K ﹤0.01% 2214
2022
Q4 		$10.1K Buy
164
+8
+5% +$538 ﹤0.01% 2018
2022
Q3 		$10K Sell
156
-28
-15% -$1.77K ﹤0.01% 1995
2022
Q2 		$11K Buy
184
+65
+55% +$4.16K ﹤0.01% 1928
2022
Q1 		$8K Buy
119
+33
+38% +$1.78K ﹤0.01% 2116
2021
Q4 		$4K Buy
86
+17
+25% +$990 ﹤0.01% 2482
2021
Q3 		$4K Buy
69
+62
+886% +$4.31K ﹤0.01% 2455
2021
Q2 		$1K Buy
+7
New +$533 ﹤0.01% 2747
2020
Q4 		– Sell
-93
Closed -$5K – 2622
2020
Q3 		$5K Sell
93
-94
-50% -$5.16K ﹤0.01% 2014
2020
Q2 		$10K Hold
187
– – ﹤0.01% 1719
2020
Q1 		$9K Buy
+187
New +$12.4K ﹤0.01% 1651
2019
Q2 		– Sell
-159
Closed -$12K – 2362
2019
Q1 		$12K Buy
+159
New +$11.2K ﹤0.01% 1446

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

Parallel Advisors's HQY Position: Q1 2026 in Review

Parallel Advisors reduced its HealthEquity (HQY) stake by 5.8% in Q1 2026, selling an estimated $6.65K and leaving 1,306 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Parallel Advisors first reported a position in HQY in Q1 2019 and has held it in 24 quarters since. The position peaked at $152K in Q2 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Parallel Advisors held 1,306 shares of HealthEquity worth $109K as of Q1 2026.
  • Parallel Advisors sold 81 HealthEquity shares in Q1 2026, an estimated $6.65K.
  • HealthEquity made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #1536 holding.
  • Parallel Advisors first reported a position in HealthEquity in Q1 2019 and has held it in 24 quarters since.
  • Parallel Advisors's HealthEquity position peaked at $152K in Q2 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.