Boone Capital Management’s HealthEquity HQY Stock Holding History

Boone Capital 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	-212,856	Closed	-$19.5M	–	14
2025 Q4	$19.5M	Buy	+212,856	New	+$20.4M	6.12%	9

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 $3.37T AUM 44.26% 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

Boone Capital Management's HQY Position: Q1 2026 in Review

Boone Capital Management sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 212,856 shares — an estimated $19.5M sold.

Boone Capital Management first reported a position in HQY in Q4 2025 and held it in 1 quarter. The position peaked at $19.5M in Q4 2025. 487 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

Boone Capital Management reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
Boone Capital Management sold 212,856 HealthEquity shares in Q1 2026, an estimated $19.5M.
Boone Capital Management first reported a position in HealthEquity in Q4 2025 and held it in 1 quarter.
Boone Capital Management's HealthEquity position peaked at $19.5M in Q4 2025.
487 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Boone Capital Management's 13F filing for Q1 2026, filed 15 May 2026.