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Tectonic Advisors’s HealthEquity HQY Stock Holding History

Tectonic 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 		$9.06M Buy
100,323
+17,492
+21% +$1.48M 0.44% 65
2026
Q1 		$6.92M Buy
82,831
+5,306
+7% +$435K 0.37% 70
2025
Q4 		$7.1M Buy
77,525
+594
+0.8% +$56.9K 0.37% 69
2025
Q3 		$7.29M Buy
76,931
+42,378
+123% +$3.99M 0.4% 69
2025
Q2 		$3.62M Buy
+34,553
New +$3.28M 0.21% 79

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Tectonic Advisors's HQY Position: Q2 2026 in Review

Tectonic Advisors increased its HealthEquity (HQY) stake by 21% in Q2 2026, buying an estimated $1.48M and bringing the position to 100,323 shares worth $9.06M. The position accounts for 0.44% of the portfolio, ranked #65.

Tectonic Advisors first reported a position in HQY in Q2 2025 and has held it in 5 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Tectonic Advisors held 100,323 shares of HealthEquity worth $9.06M as of Q2 2026.
  • Tectonic Advisors bought 17,492 HealthEquity shares in Q2 2026, an estimated $1.48M.
  • HealthEquity made up 0.44% of Tectonic Advisors's portfolio in Q2 2026, its #65 holding.
  • Tectonic Advisors first reported a position in HealthEquity in Q2 2025 and has held it in 5 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Tectonic Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.