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Brooklyn Investment Group’s HealthEquity HQY Stock Holding History

Brooklyn Investment Group’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 		$371K Buy
4,435
+645
+17% +$52.9K 0.01% 1250
2025
Q4 		$352K Buy
+3,790
New +$363K 0.02% 921
2025
Q3 		– Sell
-1,702
Closed -$178K – 1569
2025
Q2 		$178K Buy
1,702
+1,515
+810% +$144K 0.02% 662
2025
Q1 		$16.5K Buy
187
+122
+188% +$12.5K ﹤0.01% 1264
2024
Q4 		$6.24K Buy
+65
New +$6.06K ﹤0.01% 1144

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
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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Brooklyn Investment Group's HQY Position: Q1 2026 in Review

Brooklyn Investment Group increased its HealthEquity (HQY) stake by 17% in Q1 2026, buying an estimated $52.9K and bringing the position to 4,435 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #1250.

Brooklyn Investment Group first reported a position in HQY in Q4 2024 and has held it in 5 quarters since. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Brooklyn Investment Group held 4,435 shares of HealthEquity worth $371K as of Q1 2026.
  • Brooklyn Investment Group bought 645 HealthEquity shares in Q1 2026, an estimated $52.9K.
  • HealthEquity made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1250 holding.
  • Brooklyn Investment Group first reported a position in HealthEquity in Q4 2024 and has held it in 5 quarters since.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.