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B. Metzler seel. Sohn & Co’s HealthEquity HQY Stock Holding History

B. Metzler seel. Sohn & Co’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 		$10M Buy
111,108
+25,418
+30% +$2.15M 0.09% 126
2026
Q1 		$7.16M Sell
85,690
-18,388
-18% -$1.51M 0.07% 163
2025
Q4 		$9.53M Buy
104,078
+19,772
+23% +$1.89M 0.08% 124
2025
Q3 		$7.99M Buy
84,306
+730
+0.9% +$68.7K 0.07% 138
2025
Q2 		$8.76M Sell
83,576
-11,571
-12% -$1.1M 0.08% 118
2025
Q1 		$8.41M Buy
95,147
+32,949
+53% +$3.38M 0.09% 119
2024
Q4 		$5.97M Sell
62,198
-7,141
-10% -$665K 0.06% 151
2024
Q3 		$5.68M Buy
69,339
+5,883
+9% +$454K 0.06% 173
2024
Q2 		$5.47M Sell
63,456
-2,515
-4% -$203K 0.05% 166
2024
Q1 		$5.39M Buy
65,971
+3,597
+6% +$281K 0.06% 174
2023
Q4 		$4.14M Sell
62,374
-2,594
-4% -$180K 0.05% 205
2023
Q3 		$4.75M Sell
64,968
-56,788
-47% -$3.84M 0.07% 168
2023
Q2 		$7.69M Buy
121,756
+59,231
+95% +$3.43M 0.1% 135
2023
Q1 		$3.67M Buy
62,525
+16,900
+37% +$1.03M 0.06% 196
2022
Q4 		$2.81M Buy
45,625
+12,840
+39% +$863K 0.05% 230
2022
Q3 		$2.2M Sell
32,785
-9,064
-22% -$574K 0.04% 267
2022
Q2 		$2.57M Sell
41,849
-5,526
-12% -$354K 0.04% 243
2022
Q1 		$3.19M Buy
47,375
+4,048
+9% +$219K 0.04% 254
2021
Q4 		$1.9M Sell
43,327
-1,596
-4% -$92.9K 0.02% 335
2021
Q3 		$2.91M Buy
44,923
+5,370
+14% +$373K 0.04% 245
2021
Q2 		$3.18M Sell
39,553
-540
-1% -$41.1K 0.05% 221
2021
Q1 		$2.73M Buy
40,093
+5,994
+18% +$471K 0.04% 235
2020
Q4 		$2.37M Buy
+34,099
New +$2.12M 0.04% 236

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

B. Metzler seel. Sohn & Co's HQY Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co increased its HealthEquity (HQY) stake by 30% in Q2 2026, buying an estimated $2.15M and bringing the position to 111,108 shares worth $10M. The position accounts for 0.09% of the portfolio, ranked #126.

B. Metzler seel. Sohn & Co first reported a position in HQY in Q4 2020 and has held it in 23 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • B. Metzler seel. Sohn & Co held 111,108 shares of HealthEquity worth $10M as of Q2 2026.
  • B. Metzler seel. Sohn & Co bought 25,418 HealthEquity shares in Q2 2026, an estimated $2.15M.
  • HealthEquity made up 0.09% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #126 holding.
  • B. Metzler seel. Sohn & Co first reported a position in HealthEquity in Q4 2020 and has held it in 23 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.