Bank of Montreal’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 | $1.37M | Buy |
15,135
+927
| +7% | +$78.6K | ﹤0.01% | 1930 |
|
|
2026
Q1 | $1.19M | Buy |
14,208
+2,263
| +19% | +$186K | ﹤0.01% | 1939 |
|
|
2025
Q4 | $1.09M | Sell |
11,945
-1,231
| -9% | -$118K | ﹤0.01% | 1928 |
|
|
2025
Q3 | $1.25M | Sell |
13,176
-2,246
| -15% | -$211K | ﹤0.01% | 1863 |
|
|
2025
Q2 | $1.62M | Sell |
15,422
-2,998
| -16% | -$284K | ﹤0.01% | 1668 |
|
|
2025
Q1 | $1.63M | Buy |
18,420
+5,664
| +44% | +$581K | ﹤0.01% | 1593 |
|
|
2024
Q4 | $1.22M | Buy |
12,756
+1,338
| +12% | +$125K | ﹤0.01% | 1776 |
|
|
2024
Q3 | $913K | Buy |
11,418
+110
| +1% | +$8.49K | ﹤0.01% | 2095 |
|
|
2024
Q2 | $976K | Buy |
11,308
+1,077
| +11% | +$87K | ﹤0.01% | 2031 |
|
|
2024
Q1 | $844K | Buy |
10,231
+1,084
| +12% | +$84.6K | ﹤0.01% | 2099 |
|
|
2023
Q4 | $613K | Buy |
9,147
+796
| +10% | +$55.2K | ﹤0.01% | 2363 |
|
|
2023
Q3 | $586K | Buy |
8,351
+29
| +0.3% | +$1.96K | ﹤0.01% | 2360 |
|
|
2023
Q2 | $530K | Sell |
8,322
-6,363
| -43% | -$369K | ﹤0.01% | 2558 |
|
|
2023
Q1 | $863K | Buy |
14,685
+3,404
| +30% | +$207K | ﹤0.01% | 2132 |
|
|
2022
Q4 | $702K | Buy |
11,281
+2,468
| +28% | +$166K | ﹤0.01% | 2402 |
|
|
2022
Q3 | $630 | Buy |
8,813
+1,606
| +22% | +$102K | ﹤0.01% | 2445 |
|
|
2022
Q2 | $473 | Sell |
7,207
-1,011
| -12% | -$64.8K | ﹤0.01% | 2730 |
|
|
2022
Q1 | $553K | Buy |
8,218
+2,532
| +45% | +$137K | ﹤0.01% | 2759 |
|
|
2021
Q4 | $250K | Sell |
5,686
-1,511
| -21% | -$88K | ﹤0.01% | 2843 |
|
|
2021
Q3 | $482K | Buy |
7,197
+1,347
| +23% | +$93.5K | ﹤0.01% | 2905 |
|
|
2021
Q2 | $489K | Sell |
5,850
-1,994
| -25% | -$152K | ﹤0.01% | 2827 |
|
|
2021
Q1 | $531K | Sell |
7,844
-71,892
| -90% | -$5.65M | ﹤0.01% | 2606 |
|
|
2020
Q4 | $5.9M | Sell |
79,736
-67,539
| -46% | -$4.2M | ﹤0.01% | 1293 |
|
|
2020
Q3 | $7.8M | Sell |
147,275
-3,678
| -2% | -$202K | 0.01% | 974 |
|
|
2020
Q2 | $8.46M | Buy |
150,953
+6,558
| +5% | +$363K | 0.01% | 924 |
|
|
2020
Q1 | $6.34M | Buy |
144,395
+50,052
| +53% | +$3.32M | 0.01% | 889 |
|
|
2019
Q4 | $6.99M | Buy |
94,343
+85,341
| +948% | +$5.32M | 0.01% | 1171 |
|
|
2019
Q3 | $514K | Buy |
9,002
+999
| +12% | +$66.3K | ﹤0.01% | 2403 |
|
|
2019
Q2 | $524K | Buy |
8,003
+5,769
| +258% | +$402K | ﹤0.01% | 2399 |
|
|
2019
Q1 | $165K | Sell |
2,234
-105,484
| -98% | -$7.42M | ﹤0.01% | 2811 |
|
|
2018
Q4 | $6.42M | Buy |
107,718
+46,637
| +76% | +$3.76M | 0.01% | 970 |
|
|
2018
Q3 | $5.76M | Sell |
61,081
-1,576
| -3% | -$136K | ﹤0.01% | 1120 |
|
|
2018
Q2 | $4.71M | Sell |
62,657
-3,784
| -6% | -$272K | ﹤0.01% | 1196 |
|
|
2018
Q1 | $4.02M | Sell |
66,441
-4,854
| -7% | -$263K | ﹤0.01% | 1251 |
|
|
2017
Q4 | $3.33M | Sell |
71,295
-11,443
| -14% | -$567K | ﹤0.01% | 1326 |
|
|
2017
Q3 | $4.19M | Sell |
82,738
-6,552
| -7% | -$305K | ﹤0.01% | 1246 |
|
|
2017
Q2 | $4.45M | Sell |
89,290
-12,422
| -12% | -$581K | ﹤0.01% | 1208 |
|
|
2017
Q1 | $4.32M | Sell |
101,712
-2,707
| -3% | -$120K | ﹤0.01% | 1141 |
|
|
2016
Q4 | $4.65M | Buy |
104,419
+7,223
| +7% | +$279K | ﹤0.01% | 1122 |
|
|
2016
Q3 | $3.68M | Sell |
97,196
-11,229
| -10% | -$356K | ﹤0.01% | 1232 |
|
|
2016
Q2 | $3.29M | Sell |
108,425
-10,428
| -9% | -$274K | ﹤0.01% | 1268 |
|
|
2016
Q1 | $2.93M | Sell |
118,853
-17,673
| -13% | -$379K | ﹤0.01% | 1251 |
|
|
2015
Q4 | $3.42M | Sell |
136,526
-86,712
| -39% | -$2.66M | ﹤0.01% | 1146 |
|
|
2015
Q3 | $6.6M | Sell |
223,238
-8,673
| -4% | -$273K | 0.01% | 877 |
|
|
2015
Q2 | $7.43M | Buy |
+231,911
| New | +$6.23M | 0.01% | 938 |
|
Other funds holding HQY
WA
Bank of Montreal's HQY Position: Q2 2026 in Review
Bank of Montreal increased its HealthEquity (HQY) stake by 6.5% in Q2 2026, buying an estimated $78.6K and bringing the position to 15,135 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1930.
Bank of Montreal first reported a position in HQY in Q2 2015 and has held it in 45 quarters since. The position peaked at $8.46M in Q2 2020. 468 funds tracked by Wall St. Rank hold HQY as of Q2 2026.
- Bank of Montreal held 15,135 shares of HealthEquity worth $1.37M as of Q2 2026.
- Bank of Montreal bought 927 HealthEquity shares in Q2 2026, an estimated $78.6K.
- HealthEquity made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1930 holding.
- Bank of Montreal first reported a position in HealthEquity in Q2 2015 and has held it in 45 quarters since.
- Bank of Montreal's HealthEquity position peaked at $8.46M in Q2 2020.
- 468 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.