Ameriprise’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.4M | Sell |
125,882
-512,152
| -80% | -$43.4M | ﹤0.01% | 1965 |
|
|
2026
Q1 | $53.3M | Sell |
638,034
-35,157
| -5% | -$2.88M | 0.01% | 840 |
|
|
2025
Q4 | $61.7M | Sell |
673,191
-17,378
| -3% | -$1.66M | 0.01% | 767 |
|
|
2025
Q3 | $65.4M | Sell |
690,569
-41,865
| -6% | -$3.94M | 0.02% | 749 |
|
|
2025
Q2 | $76.7M | Buy |
732,434
+62,495
| +9% | +$5.92M | 0.02% | 663 |
|
|
2025
Q1 | $59.2M | Buy |
669,939
+399,897
| +148% | +$41M | 0.02% | 755 |
|
|
2024
Q4 | $25.9M | Buy |
270,042
+97,329
| +56% | +$9.07M | 0.01% | 1178 |
|
|
2024
Q3 | $14.1M | Sell |
172,713
-27,056
| -14% | -$2.09M | ﹤0.01% | 1535 |
|
|
2024
Q2 | $17.2M | Sell |
199,769
-23,143
| -10% | -$1.87M | ﹤0.01% | 1372 |
|
|
2024
Q1 | $18.2M | Sell |
222,912
-5,922
| -3% | -$462K | 0.01% | 1359 |
|
|
2023
Q4 | $15.2M | Buy |
228,834
+10,268
| +5% | +$712K | ﹤0.01% | 1446 |
|
|
2023
Q3 | $16M | Sell |
218,566
-910
| -0.4% | -$61.5K | 0.01% | 1371 |
|
|
2023
Q2 | $13.9M | Sell |
219,476
-6,723
| -3% | -$390K | ﹤0.01% | 1513 |
|
|
2023
Q1 | $13.3M | Sell |
226,199
-36,146
| -14% | -$2.2M | ﹤0.01% | 1555 |
|
|
2022
Q4 | $16.2M | Buy |
262,345
+16,201
| +7% | +$1.09M | 0.01% | 1345 |
|
|
2022
Q3 | $16.5M | Buy |
246,144
+34,262
| +16% | +$2.17M | 0.01% | 1301 |
|
|
2022
Q2 | $13M | Buy |
211,882
+8,799
| +4% | +$564K | ﹤0.01% | 1527 |
|
|
2022
Q1 | $13.7M | Buy |
203,083
+3,045
| +2% | +$164K | ﹤0.01% | 1639 |
|
|
2021
Q4 | $8.85M | Sell |
200,038
-915,577
| -82% | -$53.3M | ﹤0.01% | 2066 |
|
|
2021
Q3 | $72.3M | Sell |
1,115,615
-158,225
| -12% | -$11M | 0.02% | 616 |
|
|
2021
Q2 | $103M | Sell |
1,273,840
-102,687
| -7% | -$7.82M | 0.03% | 522 |
|
|
2021
Q1 | $93.6M | Buy |
1,376,527
+293,149
| +27% | +$23M | 0.03% | 531 |
|
|
2020
Q4 | $75.5M | Sell |
1,083,378
-62,694
| -5% | -$3.9M | 0.03% | 568 |
|
|
2020
Q3 | $58.9M | Buy |
1,146,072
+136,119
| +13% | +$7.48M | 0.02% | 581 |
|
|
2020
Q2 | $59.3M | Buy |
1,009,953
+36,414
| +4% | +$2.01M | 0.03% | 555 |
|
|
2020
Q1 | $49.3M | Buy |
973,539
+178,664
| +22% | +$11.9M | 0.03% | 552 |
|
|
2019
Q4 | $58.9M | Buy |
794,875
+344,886
| +77% | +$21.5M | 0.02% | 627 |
|
|
2019
Q3 | $25.7M | Sell |
449,989
-23,782
| -5% | -$1.58M | 0.01% | 971 |
|
|
2019
Q2 | $31M | Sell |
473,771
-380,903
| -45% | -$26.5M | 0.01% | 894 |
|
|
2019
Q1 | $63.2M | Buy |
854,674
+268,841
| +46% | +$18.9M | 0.03% | 558 |
|
|
2018
Q4 | $34.9M | Sell |
585,833
-83,161
| -12% | -$6.7M | 0.02% | 765 |
|
|
2018
Q3 | $63.2M | Buy |
668,994
+16,802
| +3% | +$1.45M | 0.02% | 632 |
|
|
2018
Q2 | $49M | Buy |
652,192
+5,469
| +0.8% | +$393K | 0.02% | 686 |
|
|
2018
Q1 | $39.2M | Buy |
646,723
+233,825
| +57% | +$12.7M | 0.02% | 770 |
|
|
2017
Q4 | $19.3M | Sell |
412,898
-13,812
| -3% | -$684K | 0.01% | 1092 |
|
|
2017
Q3 | $21.6M | Buy |
426,710
+51,992
| +14% | +$2.42M | 0.01% | 991 |
|
|
2017
Q2 | $18.7M | Buy |
374,718
+15,137
| +4% | +$708K | 0.01% | 1068 |
|
|
2017
Q1 | $15.3M | Sell |
359,581
-107,476
| -23% | -$4.76M | 0.01% | 1209 |
|
|
2016
Q4 | $18.9M | Buy |
467,057
+137,238
| +42% | +$5.3M | 0.01% | 1029 |
|
|
2016
Q3 | $12.5M | Buy |
329,819
+18,264
| +6% | +$579K | 0.01% | 1271 |
|
|
2016
Q2 | $9.47M | Sell |
311,555
-28,866
| -8% | -$758K | 0.01% | 1438 |
|
|
2016
Q1 | $8.4M | Buy |
340,421
+25,532
| +8% | +$547K | 0.01% | 1569 |
|
|
2015
Q4 | $7.89M | Sell |
314,889
-63,261
| -17% | -$1.94M | ﹤0.01% | 1639 |
|
|
2015
Q3 | $11.2M | Sell |
378,150
-38,032
| -9% | -$1.2M | 0.01% | 1379 |
|
|
2015
Q2 | $13.3M | Buy |
416,182
+89,153
| +27% | +$2.39M | 0.01% | 1345 |
|
|
2015
Q1 | $8.17M | Buy |
327,029
+71,639
| +28% | +$1.55M | ﹤0.01% | 1727 |
|
|
2014
Q4 | $6.5M | Sell |
255,390
-32,915
| -11% | -$714K | ﹤0.01% | 1876 |
|
|
2014
Q3 | $5.28M | Buy |
+288,305
| New | +$5.53M | ﹤0.01% | 1993 |
|
Other funds holding HQY
WA
Ameriprise's HQY Position: Q2 2026 in Review
Ameriprise reduced its HealthEquity (HQY) stake by 80% in Q2 2026, selling an estimated $43.4M and leaving 125,882 shares worth $11.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1965.
Ameriprise first reported a position in HQY in Q3 2014 and has held it in 48 quarters since. The position peaked at $103M in Q2 2021. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.
- Ameriprise held 125,882 shares of HealthEquity worth $11.4M as of Q2 2026.
- Ameriprise sold 512,152 HealthEquity shares in Q2 2026, an estimated $43.4M.
- HealthEquity made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #1965 holding.
- Ameriprise first reported a position in HealthEquity in Q3 2014 and has held it in 48 quarters since.
- Ameriprise's HealthEquity position peaked at $103M in Q2 2021.
- 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.
Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.