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BI Asset Management Fondsmaeglerselskab’s HealthEquity HQY Stock Holding History

BI Asset Management Fondsmaeglerselskab’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 		$35K Buy
+388
New +$32.9K ﹤0.01% 669
2025
Q2 		– Sell
-738
Closed -$65K – 818
2025
Q1 		$65K Buy
+738
New +$75.7K ﹤0.01% 750

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
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
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab's HQY Position: Q2 2026 in Review

BI Asset Management Fondsmaeglerselskab opened a new position in HealthEquity (HQY) in Q2 2026: 388 shares worth $35K. The stake represents ﹤0.01% of the portfolio and ranks #669 among its holdings. This is a return to the name: BI Asset Management Fondsmaeglerselskab previously reported a position in HQY as recently as Q1 2025.

BI Asset Management Fondsmaeglerselskab first reported a position in HQY in Q1 2025 and has held it in 2 quarters since. The position peaked at $65K in Q1 2025. 321 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • BI Asset Management Fondsmaeglerselskab held 388 shares of HealthEquity worth $35K as of Q2 2026.
  • HealthEquity was a new BI Asset Management Fondsmaeglerselskab position in Q2 2026.
  • HealthEquity made up ﹤0.01% of BI Asset Management Fondsmaeglerselskab's portfolio in Q2 2026, its #669 holding.
  • BI Asset Management Fondsmaeglerselskab first reported a position in HealthEquity in Q1 2025 and has held it in 2 quarters since.
  • BI Asset Management Fondsmaeglerselskab's HealthEquity position peaked at $65K in Q1 2025.
  • 321 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on BI Asset Management Fondsmaeglerselskab's 13F filing for Q2 2026, filed 10 Aug 2026.