Private Advisor Group
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Private Advisor Group’s HealthEquity HQY Stock Holding History

Private Advisor Group’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
Q3 		$237K Buy
+2,684
New +$263K ﹤0.01% 2755
2025
Q3 		– Sell
-1,929
Closed -$202K – 2624
2025
Q2 		$202K Sell
1,929
-1,109
-37% -$105K ﹤0.01% 2229
2025
Q1 		$268K Buy
3,038
+926
+44% +$95K ﹤0.01% 1933
2024
Q4 		$203K Sell
2,112
-432
-17% -$40.3K ﹤0.01% 2084
2024
Q3 		$208K Buy
+2,544
New +$196K ﹤0.01% 2190
2021
Q1 		– Sell
-5,185
Closed -$361K – 1931
2020
Q4 		$361K Sell
5,185
-888
-15% -$55.2K ﹤0.01% 1382
2020
Q3 		$312K Sell
6,073
-112
-2% -$6.15K ﹤0.01% 1242
2020
Q2 		$363K Sell
6,185
-50
-0.8% -$2.76K 0.01% 1141
2020
Q1 		$315K Buy
6,235
+200
+3% +$13.3K 0.01% 1052
2019
Q4 		$447K Hold
6,035
– – 0.01% 1104
2019
Q3 		$345K Sell
6,035
-1,193
-17% -$79.2K 0.01% 1229
2019
Q2 		$473K Buy
7,228
+483
+7% +$33.6K 0.01% 1073
2019
Q1 		$499K Buy
6,745
+2,229
+49% +$157K 0.01% 971
2018
Q4 		$269K Sell
4,516
-916
-17% -$73.8K 0.01% 1060
2018
Q3 		$513K Buy
+5,432
New +$468K 0.01% 981
2018
Q2 		– Sell
-3,800
Closed -$230K – 1363
2018
Q1 		$230K Buy
+3,800
New +$206K 0.01% 993
2017
Q4 		– Sell
-4,697
Closed -$241K – 1279
2017
Q3 		$241K Buy
+4,697
New +$219K 0.01% 1255

Other funds holding HQY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Private Advisor Group's HQY Position: Q3 2026 in Review

Private Advisor Group opened a new position in HealthEquity (HQY) in Q3 2026: 2,684 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #2755 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in HQY as recently as Q2 2025.

Private Advisor Group first reported a position in HQY in Q3 2017 and has held it in 17 quarters since. The position peaked at $513K in Q3 2018. 422 funds tracked by Wall St. Rank hold HQY as of Q3 2026.

  • Private Advisor Group held 2,684 shares of HealthEquity worth $237K as of Q3 2026.
  • HealthEquity was a new Private Advisor Group position in Q3 2026.
  • HealthEquity made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #2755 holding.
  • Private Advisor Group first reported a position in HealthEquity in Q3 2017 and has held it in 17 quarters since.
  • Private Advisor Group's HealthEquity position peaked at $513K in Q3 2018.
  • 422 funds tracked by Wall St. Rank held HealthEquity as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.