Bank of New York Mellon’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 | $60.2M | Buy |
666,260
+67,006
| +11% | +$5.68M | 0.01% | 952 |
|
|
2026
Q1 | $50.1M | Sell |
599,254
-22,625
| -4% | -$1.86M | 0.01% | 998 |
|
|
2025
Q4 | $57M | Sell |
621,879
-23,964
| -4% | -$2.29M | 0.01% | 919 |
|
|
2025
Q3 | $61.2M | Sell |
645,843
-13,716
| -2% | -$1.29M | 0.01% | 890 |
|
|
2025
Q2 | $69.1M | Sell |
659,559
-4,303
| -0.6% | -$408K | 0.01% | 794 |
|
|
2025
Q1 | $58.7M | Sell |
663,862
-82,020
| -11% | -$8.41M | 0.01% | 867 |
|
|
2024
Q4 | $71.6M | Buy |
745,882
+996
| +0.1% | +$92.8K | 0.01% | 803 |
|
|
2024
Q3 | $61M | Sell |
744,886
-156,288
| -17% | -$12.1M | 0.01% | 903 |
|
|
2024
Q2 | $77.7M | Buy |
901,174
+98,994
| +12% | +$8M | 0.01% | 774 |
|
|
2024
Q1 | $65.5M | Sell |
802,180
-28,324
| -3% | -$2.21M | 0.01% | 885 |
|
|
2023
Q4 | $55.1M | Sell |
830,504
-22,303
| -3% | -$1.55M | 0.01% | 982 |
|
|
2023
Q3 | $62.3M | Buy |
852,807
+2,077
| +0.2% | +$140K | 0.01% | 860 |
|
|
2023
Q2 | $53.7M | Sell |
850,730
-2,953
| -0.3% | -$171K | 0.01% | 971 |
|
|
2023
Q1 | $50.1M | Sell |
853,683
-39,016
| -4% | -$2.37M | 0.01% | 1010 |
|
|
2022
Q4 | $55M | Sell |
892,699
-40,651
| -4% | -$2.73M | 0.01% | 925 |
|
|
2022
Q3 | $62.7M | Buy |
933,350
+13,268
| +1% | +$840K | 0.02% | 813 |
|
|
2022
Q2 | $56.5M | Sell |
920,082
-4,412
| -0.5% | -$283K | 0.01% | 907 |
|
|
2022
Q1 | $62.3M | Buy |
924,494
+32,662
| +4% | +$1.76M | 0.01% | 954 |
|
|
2021
Q4 | $39.5M | Buy |
891,832
+6,373
| +0.7% | +$371K | 0.01% | 1314 |
|
|
2021
Q3 | $57.3M | Sell |
885,459
-46,552
| -5% | -$3.23M | 0.01% | 1041 |
|
|
2021
Q2 | $75M | Buy |
932,011
+3,226
| +0.3% | +$246K | 0.01% | 874 |
|
|
2021
Q1 | $63.2M | Buy |
928,785
+27,823
| +3% | +$2.19M | 0.01% | 954 |
|
|
2020
Q4 | $62.8M | Sell |
900,962
-15,290
| -2% | -$951K | 0.01% | 917 |
|
|
2020
Q3 | $47.1M | Buy |
916,252
+8,487
| +0.9% | +$466K | 0.01% | 951 |
|
|
2020
Q2 | $53.3M | Buy |
907,765
+35,184
| +4% | +$1.95M | 0.01% | 848 |
|
|
2020
Q1 | $44.1M | Buy |
872,581
+3,704
| +0.4% | +$246K | 0.01% | 825 |
|
|
2019
Q4 | $64.4M | Buy |
868,877
+1,558
| +0.2% | +$97.2K | 0.02% | 835 |
|
|
2019
Q3 | $49.6M | Buy |
867,319
+149,012
| +21% | +$9.89M | 0.01% | 952 |
|
|
2019
Q2 | $47M | Sell |
718,307
-446,602
| -38% | -$31.1M | 0.01% | 1013 |
|
|
2019
Q1 | $86.2M | Buy |
1,164,909
+174,507
| +18% | +$12.3M | 0.02% | 658 |
|
|
2018
Q4 | $59.1M | Buy |
990,402
+118,080
| +14% | +$9.52M | 0.02% | 787 |
|
|
2018
Q3 | $82.4M | Buy |
872,322
+169,985
| +24% | +$14.6M | 0.02% | 709 |
|
|
2018
Q2 | $52.7M | Sell |
702,337
-959
| -0.1% | -$68.9K | 0.01% | 967 |
|
|
2018
Q1 | $42.6M | Sell |
703,296
-200,810
| -22% | -$10.9M | 0.01% | 1100 |
|
|
2017
Q4 | $42.2M | Sell |
904,106
-23,150
| -2% | -$1.15M | 0.01% | 1112 |
|
|
2017
Q3 | $46.9M | Buy |
927,256
+37,737
| +4% | +$1.76M | 0.01% | 1037 |
|
|
2017
Q2 | $44.3M | Buy |
889,519
+73,015
| +9% | +$3.41M | 0.01% | 1045 |
|
|
2017
Q1 | $34.7M | Buy |
816,504
+264,604
| +48% | +$11.7M | 0.01% | 1211 |
|
|
2016
Q4 | $22.4M | Buy |
551,900
+21,740
| +4% | +$840K | 0.01% | 1466 |
|
|
2016
Q3 | $20.1M | Buy |
530,160
+54,327
| +11% | +$1.72M | 0.01% | 1466 |
|
|
2016
Q2 | $14.5M | Buy |
475,833
+50,828
| +12% | +$1.33M | ﹤0.01% | 1627 |
|
|
2016
Q1 | $10.5M | Buy |
425,005
+13,018
| +3% | +$279K | ﹤0.01% | 1814 |
|
|
2015
Q4 | $10.3M | Buy |
411,987
+10,890
| +3% | +$335K | ﹤0.01% | 1826 |
|
|
2015
Q3 | $11.9M | Buy |
401,097
+79,021
| +25% | +$2.48M | ﹤0.01% | 1761 |
|
|
2015
Q2 | $10.3M | Buy |
322,076
+265,980
| +474% | +$7.14M | ﹤0.01% | 1950 |
|
|
2015
Q1 | $1.4M | Buy |
56,096
+4,353
| +8% | +$94.4K | ﹤0.01% | 3096 |
|
|
2014
Q4 | $1.32M | Buy |
51,743
+17,754
| +52% | +$385K | ﹤0.01% | 3133 |
|
|
2014
Q3 | $622K | Buy |
+33,989
| New | +$652K | ﹤0.01% | 3545 |
|
Other funds holding HQY
WA
GCM
DC
Bank of New York Mellon's HQY Position: Q2 2026 in Review
Bank of New York Mellon increased its HealthEquity (HQY) stake by 11% in Q2 2026, buying an estimated $5.68M and bringing the position to 666,260 shares worth $60.2M. The position accounts for 0.01% of the portfolio, ranked #952.
Bank of New York Mellon first reported a position in HQY in Q3 2014 and has held it in 48 quarters since. The position peaked at $86.2M in Q1 2019. 321 funds tracked by Wall St. Rank hold HQY as of Q2 2026.
- Bank of New York Mellon held 666,260 shares of HealthEquity worth $60.2M as of Q2 2026.
- Bank of New York Mellon bought 67,006 HealthEquity shares in Q2 2026, an estimated $5.68M.
- HealthEquity made up 0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #952 holding.
- Bank of New York Mellon first reported a position in HealthEquity in Q3 2014 and has held it in 48 quarters since.
- Bank of New York Mellon's HealthEquity position peaked at $86.2M in Q1 2019.
- 321 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.
Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.