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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
Q2 		– Sell
-2,341
Closed -$196K – 1451
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% 1101
2020
Q4 		– Sell
-1,561
Closed -$80.2K – 1523
2020
Q3 		$80.2K Sell
1,561
-430
-22% -$23.6K ﹤0.01% 1348
2020
Q2 		$117K Sell
1,991
-75
-4% -$4.15K ﹤0.01% 1272
2020
Q1 		$105K Sell
2,066
-660
-24% -$43.8K ﹤0.01% 1222
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% 1136
2019
Q1 		$299K Buy
4,037
+527
+15% +$37K 0.01% 1122
2018
Q4 		$209K Buy
3,510
+609
+21% +$49.1K ﹤0.01% 1191
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 $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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Advisors Asset Management's HQY Position: Q2 2026 in Review

Advisors Asset Management sold out of HealthEquity (HQY) in Q2 2026, closing a stake of 2,341 shares — an estimated $196K sold.

Advisors Asset Management first reported a position in HQY in Q4 2017 and held it in 17 quarters. The position peaked at $299K in Q1 2019. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Advisors Asset Management reported no remaining HealthEquity position as of Q2 2026 after selling out during the quarter.
  • Advisors Asset Management sold 2,341 HealthEquity shares in Q2 2026, an estimated $196K.
  • Advisors Asset Management first reported a position in HealthEquity in Q4 2017 and held it in 17 quarters.
  • Advisors Asset Management's HealthEquity position peaked at $299K in Q1 2019.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.