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Waverly Advisors’s HealthEquity HQY Stock Holding History

Waverly 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 		$6.64M Buy
73,569
+12,514
+20% +$1.06M 0.04% 373
2026
Q1 		$5.1M Sell
61,055
-1,706
-3% -$140K 0.04% 406
2025
Q4 		$5.75M Buy
62,761
+8,151
+15% +$780K 0.05% 342
2025
Q3 		$5.18M Sell
54,610
-172
-0.3% -$16.2K 0.05% 316
2025
Q2 		$5.74M Buy
54,782
+2,796
+5% +$265K 0.06% 279
2025
Q1 		$4.59M Buy
+51,986
New +$5.33M 0.06% 311

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

Waverly Advisors's HQY Position: Q2 2026 in Review

Waverly Advisors increased its HealthEquity (HQY) stake by 20% in Q2 2026, buying an estimated $1.06M and bringing the position to 73,569 shares worth $6.64M. The position accounts for 0.04% of the portfolio, ranked #373.

Waverly Advisors first reported a position in HQY in Q1 2025 and has held it in 6 quarters since. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Waverly Advisors held 73,569 shares of HealthEquity worth $6.64M as of Q2 2026.
  • Waverly Advisors bought 12,514 HealthEquity shares in Q2 2026, an estimated $1.06M.
  • HealthEquity made up 0.04% of Waverly Advisors's portfolio in Q2 2026, its #373 holding.
  • Waverly Advisors first reported a position in HealthEquity in Q1 2025 and has held it in 6 quarters since.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.