Private Advisory Group
HQY icon

Private Advisory Group’s HealthEquity HQY Stock Holding History

Private Advisory 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 		– Sell
-2,594
Closed -$234K – 347
2026
Q2 		$234K Sell
2,594
-124,562
-98% -$10.6M 0.01% 277
2026
Q1 		$10.6M Buy
127,156
+25,774
+25% +$2.11M 0.7% 43
2025
Q4 		$9.29M Buy
101,382
+5,875
+6% +$562K 0.73% 50
2025
Q3 		$9.05M Buy
+95,507
New +$8.99M 0.74% 48
2018
Q4 		– Sell
-5,296
Closed -$458K – 137
2018
Q3 		$458K Buy
+5,296
New +$456K 0.23% 90

Other funds holding HQY

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

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

Private Advisory Group sold out of HealthEquity (HQY) in Q3 2026, closing a stake of 2,594 shares — an estimated $234K sold.

Private Advisory Group first reported a position in HQY in Q3 2018 and held it in 5 quarters. The position peaked at $10.6M in Q1 2026. 363 funds tracked by Wall St. Rank hold HQY as of Q3 2026.

  • Private Advisory Group reported no remaining HealthEquity position as of Q3 2026 after selling out during the quarter.
  • Private Advisory Group sold 2,594 HealthEquity shares in Q3 2026, an estimated $234K.
  • Private Advisory Group first reported a position in HealthEquity in Q3 2018 and held it in 5 quarters.
  • Private Advisory Group's HealthEquity position peaked at $10.6M in Q1 2026.
  • 363 funds tracked by Wall St. Rank held HealthEquity as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.