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Atlantic Union Bankshares’s HealthEquity HQY Stock Holding History

Atlantic Union Bankshares’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 		$181 Hold
2
– – ﹤0.01% 1655
2026
Q1 		$168 Hold
2
– – ﹤0.01% 1704
2025
Q4 		$184 Hold
2
– – ﹤0.01% 1639
2025
Q3 		$190 Hold
2
– – ﹤0.01% 1594
2025
Q2 		$210 Buy
+2
New +$190 ﹤0.01% 1179

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

Atlantic Union Bankshares's HQY Position: Q2 2026 in Review

Atlantic Union Bankshares held its HealthEquity (HQY) position steady in Q2 2026 at 2 shares worth $181. The position accounts for ﹤0.01% of the portfolio, ranked #1655.

Atlantic Union Bankshares first reported a position in HQY in Q2 2025 and has held it in 5 quarters since. The position peaked at $210 in Q2 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Atlantic Union Bankshares held 2 shares of HealthEquity worth $181 as of Q2 2026.
  • Atlantic Union Bankshares left its HealthEquity share count unchanged in Q2 2026.
  • HealthEquity made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #1655 holding.
  • Atlantic Union Bankshares first reported a position in HealthEquity in Q2 2025 and has held it in 5 quarters since.
  • Atlantic Union Bankshares's HealthEquity position peaked at $210 in Q2 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.