Bellevue Asset Management’s HealthEquity HQY Stock Holding History

Bellevue Asset Management’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 Q1	–	Sell	-36	Closed	-$3.3K	–	430
2025 Q4	$3.3K	Hold	36	–	–	﹤0.01%	386
2025 Q3	$3.41K	Hold	36	–	–	﹤0.01%	382
2025 Q2	$3.77K	Hold	36	–	–	﹤0.01%	375
2025 Q1	$3.18K	Hold	36	–	–	﹤0.01%	377
2024 Q4	$3.45K	Sell	36 -18	-33%	-$1.68K	﹤0.01%	394
2024 Q3	$4.42K	Hold	54	–	–	﹤0.01%	335
2024 Q2	$4.65K	Hold	54	–	–	﹤0.01%	326
2024 Q1	$4.41K	Hold	54	–	–	﹤0.01%	326
2023 Q4	$3.58K	Hold	54	–	–	﹤0.01%	337
2023 Q3	$3.94K	Hold	54	–	–	﹤0.01%	311
2023 Q2	$3.41K	Hold	54	–	–	﹤0.01%	345
2023 Q1	$3.17K	Hold	54	–	–	﹤0.01%	357
2022 Q4	$3.3K	Buy	54 +7	+15%	+$470	﹤0.01%	342
2022 Q3	$3K	Hold	47	–	–	﹤0.01%	351
2022 Q2	$3K	Hold	47	–	–	﹤0.01%	357
2022 Q1	$3K	Sell	47 -11	-19%	-$594	﹤0.01%	399
2021 Q4	$3K	Buy	58 +17	+41%	+$990	﹤0.01%	444
2021 Q3	$3K	Hold	41	–	–	﹤0.01%	460
2021 Q2	$3K	Sell	41 -4	-9%	-$305	﹤0.01%	452
2021 Q1	$3K	Sell	45 -18	-29%	-$1.41K	﹤0.01%	511
2020 Q4	$6K	Hold	63	–	–	﹤0.01%	391
2020 Q3	$3K	Hold	63	–	–	﹤0.01%	484
2020 Q2	$4K	Hold	63	–	–	﹤0.01%	424
2020 Q1	$3K	Buy	63 +41	+186%	+$2.72K	﹤0.01%	450
2019 Q4	$2K	Buy	+22	New	+$1.37K	﹤0.01%	436

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bellevue Asset Management's HQY Position: Q1 2026 in Review

Bellevue Asset Management sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 36 shares — an estimated $3.3K sold.

Bellevue Asset Management first reported a position in HQY in Q4 2019 and held it in 25 quarters. The position peaked at $6K in Q4 2020. 487 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

Bellevue Asset Management reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
Bellevue Asset Management sold 36 HealthEquity shares in Q1 2026, an estimated $3.3K.
Bellevue Asset Management first reported a position in HealthEquity in Q4 2019 and held it in 25 quarters.
Bellevue Asset Management's HealthEquity position peaked at $6K in Q4 2020.
487 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Bellevue Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.