Bank of America’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $72M | Buy |
862,008
+261,150
| +43% | +$21.4M | 0.01% | 1350 |
|
|
2025
Q4 | $55M | Sell |
600,858
-74,672
| -11% | -$7.15M | ﹤0.01% | 1490 |
|
|
2025
Q3 | $64M | Sell |
675,530
-33,204
| -5% | -$3.12M | ﹤0.01% | 1530 |
|
|
2025
Q2 | $74.2M | Buy |
708,734
+12,180
| +2% | +$1.15M | 0.01% | 1365 |
|
|
2025
Q1 | $61.6M | Buy |
696,554
+90,357
| +15% | +$9.27M | 0.01% | 1411 |
|
|
2024
Q4 | $58.2M | Sell |
606,197
-40,998
| -6% | -$3.82M | ﹤0.01% | 1384 |
|
|
2024
Q3 | $53M | Sell |
647,195
-2,305
| -0.4% | -$178K | ﹤0.01% | 1520 |
|
|
2024
Q2 | $56M | Buy |
649,500
+6,424
| +1% | +$519K | ﹤0.01% | 1371 |
|
|
2024
Q1 | $52.5M | Buy |
643,076
+161,396
| +34% | +$12.6M | ﹤0.01% | 1452 |
|
|
2023
Q4 | $31.9M | Sell |
481,680
-148,325
| -24% | -$10.3M | ﹤0.01% | 1710 |
|
|
2023
Q3 | $46M | Sell |
630,005
-229,673
| -27% | -$15.5M | 0.01% | 1334 |
|
|
2023
Q2 | $54.3M | Sell |
859,678
-21,315
| -2% | -$1.24M | 0.01% | 1252 |
|
|
2023
Q1 | $51.7M | Buy |
880,993
+175,340
| +25% | +$10.6M | 0.01% | 1351 |
|
|
2022
Q4 | $43.5M | Buy |
705,653
+316,345
| +81% | +$21.3M | 0.01% | 1393 |
|
|
2022
Q3 | $26.1M | Sell |
389,308
-7,547
| -2% | -$478K | ﹤0.01% | 1744 |
|
|
2022
Q2 | $24.4M | Sell |
396,855
-6,544
| -2% | -$419K | ﹤0.01% | 1835 |
|
|
2022
Q1 | $27.2M | Buy |
403,399
+107,403
| +36% | +$5.8M | ﹤0.01% | 1860 |
|
|
2021
Q4 | $13.1M | Sell |
295,996
-6,865
| -2% | -$400K | ﹤0.01% | 2648 |
|
|
2021
Q3 | $19.6M | Sell |
302,861
-77,378
| -20% | -$5.37M | ﹤0.01% | 2194 |
|
|
2021
Q2 | $30.6M | Buy |
380,239
+128,272
| +51% | +$9.77M | ﹤0.01% | 1752 |
|
|
2021
Q1 | $17.1M | Buy |
251,967
+35,945
| +17% | +$2.82M | ﹤0.01% | 2175 |
|
|
2020
Q4 | $15.1M | Sell |
216,022
-135,495
| -39% | -$8.43M | ﹤0.01% | 2159 |
|
|
2020
Q3 | $18.1M | Sell |
351,517
-26,963
| -7% | -$1.48M | ﹤0.01% | 1799 |
|
|
2020
Q2 | $22.2M | Buy |
378,480
+10,992
| +3% | +$608K | ﹤0.01% | 1543 |
|
|
2020
Q1 | $18.6M | Buy |
367,488
+59,381
| +19% | +$3.94M | ﹤0.01% | 1569 |
|
|
2019
Q4 | $22.8M | Sell |
308,107
-40,842
| -12% | -$2.55M | ﹤0.01% | 1775 |
|
|
2019
Q3 | $19.9M | Buy |
348,949
+91,459
| +36% | +$6.07M | ﹤0.01% | 1831 |
|
|
2019
Q2 | $16.8M | Sell |
257,490
-50,559
| -16% | -$3.52M | ﹤0.01% | 2023 |
|
|
2019
Q1 | $22.8M | Buy |
308,049
+1,775
| +0.6% | +$125K | ﹤0.01% | 1705 |
|
|
2018
Q4 | $18.3M | Sell |
306,274
-28,424
| -8% | -$2.29M | ﹤0.01% | 1747 |
|
|
2018
Q3 | $31.6M | Buy |
334,698
+81,267
| +32% | +$7M | ﹤0.01% | 1459 |
|
|
2018
Q2 | $19M | Buy |
253,431
+120,199
| +90% | +$8.63M | ﹤0.01% | 1850 |
|
|
2018
Q1 | $8.07M | Sell |
133,232
-10,857
| -8% | -$588K | ﹤0.01% | 2614 |
|
|
2017
Q4 | $6.72M | Sell |
144,089
-89,631
| -38% | -$4.44M | ﹤0.01% | 2847 |
|
|
2017
Q3 | $11.8M | Buy |
233,720
+101,399
| +77% | +$4.72M | ﹤0.01% | 2347 |
|
|
2017
Q2 | $6.59M | Buy |
132,321
+46,138
| +54% | +$2.16M | ﹤0.01% | 2770 |
|
|
2017
Q1 | $3.66M | Buy |
86,183
+31,500
| +58% | +$1.39M | ﹤0.01% | 3325 |
|
|
2016
Q4 | $2.21M | Buy |
54,683
+44,402
| +432% | +$1.72M | ﹤0.01% | 3688 |
|
|
2016
Q3 | $389K | Buy |
10,281
+2,016
| +24% | +$63.9K | ﹤0.01% | 4786 |
|
|
2016
Q2 | $252K | Sell |
8,265
-4,275
| -34% | -$112K | ﹤0.01% | 5084 |
|
|
2016
Q1 | $309K | Buy |
12,540
+2,454
| +24% | +$52.6K | ﹤0.01% | 4899 |
|
|
2015
Q4 | $253K | Sell |
10,086
-6,881
| -41% | -$211K | ﹤0.01% | 5235 |
|
|
2015
Q3 | $501K | Sell |
16,967
-21,863
| -56% | -$687K | ﹤0.01% | 4803 |
|
|
2015
Q2 | $1.24M | Buy |
38,830
+38,699
| +29,541% | +$1.04M | ﹤0.01% | 3912 |
|
|
2015
Q1 | $3K | Sell |
131
-369
| -74% | -$8K | ﹤0.01% | 6626 |
|
|
2014
Q4 | $13K | Buy |
+500
| New | +$10.8K | ﹤0.01% | 6965 |
|
Other funds holding HQY
WA
VPM
VCM
Bank of America's HQY Position: Q1 2026 in Review
Bank of America increased its HealthEquity (HQY) stake by 43% in Q1 2026, buying an estimated $21.4M and bringing the position to 862,008 shares worth $72M. The position accounts for 0.01% of the portfolio, ranked #1350.
Bank of America first reported a position in HQY in Q4 2014 and has held it in 46 quarters since. The position peaked at $74.2M in Q2 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.
- Bank of America held 862,008 shares of HealthEquity worth $72M as of Q1 2026.
- Bank of America bought 261,150 HealthEquity shares in Q1 2026, an estimated $21.4M.
- HealthEquity made up 0.01% of Bank of America's portfolio in Q1 2026, its #1350 holding.
- Bank of America first reported a position in HealthEquity in Q4 2014 and has held it in 46 quarters since.
- Bank of America's HealthEquity position peaked at $74.2M in Q2 2025.
- 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.
Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.