Back to HQY
Physician Wealth Advisors, Inc. → HQY
Physician Wealth Advisors, Inc. HQY Position History
HealthEquity, Inc. • Financial Services
Quarters held
5
Latest value
$2.6M
Q3 2026
Peak value
$5.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.1M |
| Q4 2025 | $4.3M |
| Q1 2026 | $3.9M |
| Q2 2026 | $4.2M |
| Q3 2026 | $2.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.6M | 28.9K | — | — |
| Q2 2026 | $4.2M | 47.0K | — | — |
| Q1 2026 | $3.9M | 47.0K | — | — |
| Q4 2025 | $4.3M | 47.0K | — | — |
| Q3 2025 | $5.1M | 53.6K | — | — |
Other funds holding HQY
$868.7M
$762.8M
$761.2M
$728.3M
$719M
$620.2M
$603.7M
$601.9M