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 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

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

Private Advisory Group's HQY Position: Q2 2026 in Review

Private Advisory Group reduced its HealthEquity (HQY) stake by 98% in Q2 2026, selling an estimated $10.6M and leaving 2,594 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #277.

Private Advisory Group first reported a position in HQY in Q3 2018 and has held it in 5 quarters since. The position peaked at $10.6M in Q1 2026. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Private Advisory Group held 2,594 shares of HealthEquity worth $234K as of Q2 2026.
Private Advisory Group sold 124,562 HealthEquity shares in Q2 2026, an estimated $10.6M.
HealthEquity made up 0.01% of Private Advisory Group's portfolio in Q2 2026, its #277 holding.
Private Advisory Group first reported a position in HealthEquity in Q3 2018 and has held it in 5 quarters since.
Private Advisory Group's HealthEquity position peaked at $10.6M in Q1 2026.
500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.