WA
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WPG Advisers’s HealthEquity HQY Stock Holding History

WPG Advisers’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 		$40K Buy
443
+64
+17% +$5.43K 0.02% 362
2026
Q1 		$31.7K Buy
379
+23
+6% +$1.89K 0.02% 377
2025
Q4 		$32.6K Buy
356
+11
+3% +$1.05K 0.02% 385
2025
Q3 		$32.7K Sell
345
-8
-2% -$753 0.03% 390
2025
Q2 		$37K Buy
353
+32
+10% +$3.03K 0.03% 341
2025
Q1 		$28.4K Buy
321
+89
+38% +$9.13K 0.03% 386
2024
Q4 		$22.3K Buy
+232
New +$21.6K 0.02% 440

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 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
NNPTE
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne Warszawa, Poland $1.83B AUM 331.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

WPG Advisers's HQY Position: Q2 2026 in Review

WPG Advisers increased its HealthEquity (HQY) stake by 17% in Q2 2026, buying an estimated $5.43K and bringing the position to 443 shares worth $40K. The position accounts for 0.02% of the portfolio, ranked #362.

WPG Advisers first reported a position in HQY in Q4 2024 and has held it in 7 quarters since. 224 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • WPG Advisers held 443 shares of HealthEquity worth $40K as of Q2 2026.
  • WPG Advisers bought 64 HealthEquity shares in Q2 2026, an estimated $5.43K.
  • HealthEquity made up 0.02% of WPG Advisers's portfolio in Q2 2026, its #362 holding.
  • WPG Advisers first reported a position in HealthEquity in Q4 2024 and has held it in 7 quarters since.
  • 224 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.