AAM
HQY icon

Advisors Asset Management’s HealthEquity HQY Stock Holding History

Advisors Asset Management’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
Q1 		$196K Sell
2,341
-87
-4% -$7.14K ﹤0.01% 1151
2025
Q4 		$222K Buy
2,428
+15
+0.6% +$1.44K ﹤0.01% 1115
2025
Q3 		$229K Sell
2,413
-24
-1% -$2.26K ﹤0.01% 1098
2025
Q2 		$255K Buy
2,437
+110
+5% +$10.4K ﹤0.01% 1077
2025
Q1 		$206K Buy
+2,327
New +$239K ﹤0.01% 1103
2020
Q4 		– Sell
-1,561
Closed -$80K – 1522
2020
Q3 		$80K Sell
1,561
-430
-22% -$23.6K ﹤0.01% 1348
2020
Q2 		$117K Sell
1,991
-75
-4% -$4.15K ﹤0.01% 1271
2020
Q1 		$105K Sell
2,066
-660
-24% -$43.8K ﹤0.01% 1220
2019
Q4 		$202K Sell
2,726
-661
-20% -$41.2K ﹤0.01% 1205
2019
Q3 		$194K Sell
3,387
-639
-16% -$42.4K ﹤0.01% 1195
2019
Q2 		$263K Sell
4,026
-11
-0.3% -$766 ﹤0.01% 1137
2019
Q1 		$299K Buy
4,037
+527
+15% +$37K 0.01% 1242
2018
Q4 		$209K Buy
3,510
+609
+21% +$49.1K ﹤0.01% 1192
2018
Q3 		$274K Buy
2,901
+765
+36% +$65.9K ﹤0.01% 1183
2018
Q2 		$160K Buy
2,136
+779
+57% +$56K ﹤0.01% 1288
2018
Q1 		$78K Buy
1,357
+915
+207% +$49.5K ﹤0.01% 1351
2017
Q4 		$21K Buy
+442
New +$21.9K ﹤0.01% 1445

Other funds holding HQY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return