Back to HQY
BEACON INVESTMENT ADVISORY SERVICES, INC. → HQY
BEACON INVESTMENT ADVISORY SERVICES, INC. HQY Position History
HealthEquity, Inc. • Financial Services
Quarters held
3
Latest value
$8.5M
Q3 2026
Peak value
$8.5M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $4.8M |
| Q2 2026 | $8.5M |
| Q3 2026 | $8.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.5M | 96.6K | — | — |
| Q2 2026 | $8.5M | 94.2K | — | — |
| Q1 2026 | $4.8M | 57.7K | — | — |
Other funds holding HQY
$868.7M
$762.8M
$761.2M
$728.3M
$719M
$620.2M
$603.7M
$601.9M