James T. Borello RIA’s HealthEquity HQY Stock Holding History

James T. Borello RIA’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 Q3	$177	Buy	2 +1	+100%	+$98	﹤0.01%	1138
2026 Q2	$90	Hold	1	–	–	﹤0.01%	1197
2026 Q1	$84	Sell	1 -1	-50%	-$82	﹤0.01%	1182
2025 Q4	$183	Sell	2 -9	-82%	-$862	﹤0.01%	1026
2025 Q3	$1.04K	Buy	+11	New	+$1.03K	﹤0.01%	806

Other funds holding HQY

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

James T. Borello RIA's HQY Position: Q3 2026 in Review

James T. Borello RIA increased its HealthEquity (HQY) stake by 100% in Q3 2026, buying an estimated $98 and bringing the position to 2 shares worth $177. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

James T. Borello RIA first reported a position in HQY in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.04K in Q3 2025. 49 funds tracked by Wall St. Rank hold HQY as of Q3 2026.

James T. Borello RIA held 2 shares of HealthEquity worth $177 as of Q3 2026.
James T. Borello RIA bought 1 HealthEquity share in Q3 2026, an estimated $98.
HealthEquity made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1138 holding.
James T. Borello RIA first reported a position in HealthEquity in Q3 2025 and has held it in 5 quarters since.
James T. Borello RIA's HealthEquity position peaked at $1.04K in Q3 2025.
49 funds tracked by Wall St. Rank held HealthEquity as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.