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Brinker Capital Investments’s HealthEquity HQY Stock Holding History

Brinker Capital Investments’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 		$297K Buy
3,285
+405
+14% +$34.3K ﹤0.01% 1641
2026
Q1 		$241K Sell
2,880
-581
-17% -$47.7K ﹤0.01% 1768
2025
Q4 		$317K Sell
3,461
-308
-8% -$29.5K ﹤0.01% 1781
2025
Q3 		$357K Sell
3,769
-1
-0% -$94 ﹤0.01% 1688
2025
Q2 		$395K Buy
3,770
+490
+15% +$46.4K ﹤0.01% 1589
2025
Q1 		$290K Buy
3,280
+885
+37% +$90.8K ﹤0.01% 1646
2024
Q4 		$230K Sell
2,395
-865
-27% -$80.6K ﹤0.01% 1687
2024
Q3 		$267K Sell
3,260
-59
-2% -$4.55K ﹤0.01% 1574
2024
Q2 		$286K Buy
+3,319
New +$268K ﹤0.01% 1478
2023
Q4 		– Sell
-4,590
Closed -$335K – 1698
2023
Q3 		$335K Buy
4,590
+1,284
+39% +$86.7K ﹤0.01% 1335
2023
Q2 		$209K Buy
+3,306
New +$192K ﹤0.01% 1547
2023
Q1 		– Sell
-4,415
Closed -$272K – 1597
2022
Q4 		$272K Buy
4,415
+678
+18% +$45.6K 0.01% 1185
2022
Q3 		$251K Buy
+3,737
New +$237K 0.01% 1188
2021
Q2 		– Sell
-3,936
Closed -$268K – 1337
2021
Q1 		$268K Sell
3,936
-5,745
-59% -$451K ﹤0.01% 1082
2020
Q4 		$675K Buy
9,681
+4,842
+100% +$301K 0.01% 765
2020
Q3 		$249K Buy
+4,839
New +$266K ﹤0.01% 1056
2020
Q1 		– Sell
-71
Closed -$5K – 494
2019
Q4 		$5K Buy
+71
New +$4.43K ﹤0.01% 650
2019
Q3 		– Sell
-246
Closed -$16K – 842
2019
Q2 		$16K Buy
+246
New +$17.1K ﹤0.01% 728

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Brinker Capital Investments's HQY Position: Q2 2026 in Review

Brinker Capital Investments increased its HealthEquity (HQY) stake by 14% in Q2 2026, buying an estimated $34.3K and bringing the position to 3,285 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

Brinker Capital Investments first reported a position in HQY in Q2 2019 and has held it in 18 quarters since. The position peaked at $675K in Q4 2020. 501 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Brinker Capital Investments held 3,285 shares of HealthEquity worth $297K as of Q2 2026.
  • Brinker Capital Investments bought 405 HealthEquity shares in Q2 2026, an estimated $34.3K.
  • HealthEquity made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1641 holding.
  • Brinker Capital Investments first reported a position in HealthEquity in Q2 2019 and has held it in 18 quarters since.
  • Brinker Capital Investments's HealthEquity position peaked at $675K in Q4 2020.
  • 501 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.