Advisory Research’s HealthEquity HQY Stock Holding History

Advisory Research’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	$3.16M	Sell	35,026 -1,783	-5%	-$151K	0.32%	57
2026 Q1	$3.08M	Buy	36,809 +15,740	+75%	+$1.29M	0.38%	56
2025 Q4	$1.93M	Sell	21,069 -1,223	-5%	-$117K	0.24%	74
2025 Q3	$2.11M	Hold	22,292	–	–	0.28%	76
2025 Q2	$2.34M	Sell	22,292 -6,776	-23%	-$642K	0.36%	62
2025 Q1	$2.57M	Sell	29,068 -17	-0.1%	-$1.74K	0.45%	54
2024 Q4	$2.79M	Buy	29,085 +30	+0.1%	+$2.8K	0.46%	52
2024 Q3	$2.38M	Sell	29,055 -1,675	-5%	-$129K	0.42%	55
2024 Q2	$2.65M	Buy	30,730 +10	+0%	+$808	0.5%	46
2024 Q1	$2.51M	Buy	30,720 +4,435	+17%	+$346K	0.5%	48
2023 Q4	$1.74M	Sell	26,285 -35,324	-57%	-$2.45M	0.27%	97
2023 Q3	$4.5M	Buy	61,609 +35,644	+137%	+$2.41M	0.62%	37
2023 Q2	$1.64M	Buy	25,965 +1,195	+5%	+$69.3K	0.21%	140
2023 Q1	$1.45M	Sell	24,770 -365	-1%	-$22.2K	0.24%	108
2022 Q4	$1.55M	Buy	+25,135	New	+$1.69M	0.15%	110
2018 Q3	–	Sell	-19,457	Closed	-$1.46M	–	376
2018 Q2	$1.46M	Buy	19,457 +3,905	+25%	+$280K	0.02%	234
2018 Q1	$942K	Buy	+15,552	New	+$842K	0.02%	270

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Advisory Research's HQY Position: Q2 2026 in Review

Advisory Research reduced its HealthEquity (HQY) stake by 4.8% in Q2 2026, selling an estimated $151K and leaving 35,026 shares worth $3.16M. The position accounts for 0.32% of the portfolio, ranked #57.

Advisory Research first reported a position in HQY in Q1 2018 and has held it in 17 quarters since. The position peaked at $4.5M in Q3 2023. 496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Advisory Research held 35,026 shares of HealthEquity worth $3.16M as of Q2 2026.
Advisory Research sold 1,783 HealthEquity shares in Q2 2026, an estimated $151K.
HealthEquity made up 0.32% of Advisory Research's portfolio in Q2 2026, its #57 holding.
Advisory Research first reported a position in HealthEquity in Q1 2018 and has held it in 17 quarters since.
Advisory Research's HealthEquity position peaked at $4.5M in Q3 2023.
496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.