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Physician Wealth Advisors’s HealthEquity HQY Stock Holding History

Physician Wealth 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 		$4.25M Sell
47,045
-4
-0% -$339 0.51% 35
2026
Q1 		$3.93M Buy
47,049
+5
+0% +$410 0.55% 34
2025
Q4 		$4.31M Sell
47,044
-6,513
-12% -$623K 0.6% 34
2025
Q3 		$5.08M Sell
53,557
-6
-0% -$565 0.72% 30
2025
Q2 		$5.61M Buy
53,563
+7
+0% +$664 0.88% 28
2025
Q1 		$4.73M Buy
53,556
+7
+0% +$718 0.81% 31
2024
Q4 		$5.14M Sell
53,549
-14,296
-21% -$1.33M 0.87% 28
2024
Q3 		$5.69M Sell
67,845
-8
-0% -$617 1.03% 25
2024
Q2 		$5.53M Hold
67,853
– – 1.02% 26
2024
Q1 		$5.45M Sell
67,853
-21
-0% -$1.64K 1.15% 23
2023
Q4 		$5.09M Buy
67,874
+29
+0% +$2.01K 1.14% 23
2023
Q3 		$5.03M Buy
67,845
+2,816
+4% +$190K 1.3% 19
2023
Q2 		$4.06M Hold
65,029
– – 1.01% 26
2023
Q1 		$3.75M Hold
65,029
– – 0.99% 27
2022
Q4 		$3.72M Hold
65,029
– – 1% 27
2022
Q3 		$4.44M Hold
65,029
– – 1.36% 17
2022
Q2 		$3.71M Sell
65,029
-159
-0.2% -$10.2K 1.07% 22
2022
Q1 		$4.12M Hold
65,188
– – 1.09% 21
2021
Q4 		$2.96M Hold
65,188
– – 0.78% 28
2021
Q3 		$4.12M Hold
65,188
– – 1.13% 24
2021
Q2 		$4.85M Hold
65,188
– – 1.39% 18
2021
Q1 		$4.36M Hold
65,188
– – 1.42% 19
2020
Q4 		$5.08M Hold
65,188
– – 1.73% 14
2020
Q3 		$3.45M Sell
65,188
-100
-0.2% -$5.49K 1.39% 19
2020
Q2 		$3.53M Sell
65,288
-21
-0% -$1.16K 1.42% 18
2020
Q1 		$3.19M Sell
65,309
-19,820
-23% -$1.32M 1.59% 19
2019
Q4 		$6.19M Hold
85,129
– – 2.75% 7
2019
Q3 		$5.42M Buy
+85,129
New +$5.65M 2.65% 7

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
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Common Retirement Fund
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
TA
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

Physician Wealth Advisors's HQY Position: Q2 2026 in Review

Physician Wealth Advisors reduced its HealthEquity (HQY) stake by 0.01% in Q2 2026, selling an estimated $339 and leaving 47,045 shares worth $4.25M. The position accounts for 0.51% of the portfolio, ranked #35.

Physician Wealth Advisors first reported a position in HQY in Q3 2019 and has held it in 28 quarters since. The position peaked at $6.19M in Q4 2019. 150 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Physician Wealth Advisors held 47,045 shares of HealthEquity worth $4.25M as of Q2 2026.
  • Physician Wealth Advisors sold 4 HealthEquity shares in Q2 2026, an estimated $339.
  • HealthEquity made up 0.51% of Physician Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • Physician Wealth Advisors first reported a position in HealthEquity in Q3 2019 and has held it in 28 quarters since.
  • Physician Wealth Advisors's HealthEquity position peaked at $6.19M in Q4 2019.
  • 150 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.