Baird Financial Group
HQY icon

Baird Financial Group’s HealthEquity HQY Stock Holding History

Baird Financial Group’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 		$2.37M Sell
26,198
-1,371
-5% -$116K ﹤0.01% 1041
2026
Q1 		$2.3M Sell
27,569
-10,662
-28% -$875K ﹤0.01% 1001
2025
Q4 		$3.5M Sell
38,231
-2,942
-7% -$282K 0.01% 848
2025
Q3 		$3.9M Sell
41,173
-4,071
-9% -$383K 0.01% 830
2025
Q2 		$4.74M Buy
45,244
+35,646
+371% +$3.38M 0.01% 738
2025
Q1 		$848K Buy
+9,598
New +$984K ﹤0.01% 1233

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

Baird Financial Group's HQY Position: Q2 2026 in Review

Baird Financial Group reduced its HealthEquity (HQY) stake by 5% in Q2 2026, selling an estimated $116K and leaving 26,198 shares worth $2.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

Baird Financial Group first reported a position in HQY in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.74M in Q2 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Baird Financial Group held 26,198 shares of HealthEquity worth $2.37M as of Q2 2026.
  • Baird Financial Group sold 1,371 HealthEquity shares in Q2 2026, an estimated $116K.
  • HealthEquity made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1041 holding.
  • Baird Financial Group first reported a position in HealthEquity in Q1 2025 and has held it in 6 quarters since.
  • Baird Financial Group's HealthEquity position peaked at $4.74M in Q2 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.