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Sellwood Investment Partners’s HealthEquity HQY Stock Holding History

Sellwood Investment Partners’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 		$49.7K Hold
550
– – 0.02% 48
2026
Q1 		$46K Hold
550
– – 0.02% 46
2025
Q4 		$50.4K Hold
550
– – 0.02% 43
2025
Q3 		$52.1K Hold
550
– – 0.02% 49
2025
Q2 		$57.6K Buy
+550
New +$52.1K 0.03% 37

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Sellwood Investment Partners's HQY Position: Q2 2026 in Review

Sellwood Investment Partners held its HealthEquity (HQY) position steady in Q2 2026 at 550 shares worth $49.7K. The position accounts for 0.02% of the portfolio, ranked #48.

Sellwood Investment Partners first reported a position in HQY in Q2 2025 and has held it in 5 quarters since. The position peaked at $57.6K in Q2 2025. 192 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Sellwood Investment Partners held 550 shares of HealthEquity worth $49.7K as of Q2 2026.
  • Sellwood Investment Partners left its HealthEquity share count unchanged in Q2 2026.
  • HealthEquity made up 0.02% of Sellwood Investment Partners's portfolio in Q2 2026, its #48 holding.
  • Sellwood Investment Partners first reported a position in HealthEquity in Q2 2025 and has held it in 5 quarters since.
  • Sellwood Investment Partners's HealthEquity position peaked at $57.6K in Q2 2025.
  • 192 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.