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Brown Brothers Harriman & Co’s HealthEquity HQY Stock Holding History

Brown Brothers Harriman & Co’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 		$1.45K Buy
+16
New +$1.36K ﹤0.01% 1751
2026
Q1 		– Sell
-35
Closed -$3.21K – 1848
2025
Q4 		$3.21K Sell
35
-30
-46% -$2.87K ﹤0.01% 1627
2025
Q3 		$6.16K Hold
65
– – ﹤0.01% 1370
2025
Q2 		$6.81K Buy
+65
New +$6.16K ﹤0.01% 1242
2024
Q3 		– Sell
-1,230
Closed -$106K – 1448
2024
Q2 		$106K Hold
1,230
– – ﹤0.01% 649
2024
Q1 		$100K Sell
1,230
-400
-25% -$31.2K ﹤0.01% 645
2023
Q4 		$108K Hold
1,630
– – ﹤0.01% 604
2023
Q3 		$119K Hold
1,630
– – ﹤0.01% 565
2023
Q2 		$103K Hold
1,630
– – ﹤0.01% 591
2023
Q1 		$95.7K Sell
1,630
-715
-30% -$43.4K ﹤0.01% 622
2022
Q4 		$145K Sell
2,345
-874
-27% -$58.7K ﹤0.01% 525
2022
Q3 		$216K Buy
3,219
+3,094
+2,475% +$196K ﹤0.01% 445
2022
Q2 		$8K Buy
+125
New +$8.01K ﹤0.01% 1051

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

Brown Brothers Harriman & Co's HQY Position: Q2 2026 in Review

Brown Brothers Harriman & Co opened a new position in HealthEquity (HQY) in Q2 2026: 16 shares worth $1.45K. The stake represents ﹤0.01% of the portfolio and ranks #1751 among its holdings. This is a return to the name: Brown Brothers Harriman & Co previously reported a position in HQY as recently as Q4 2025.

Brown Brothers Harriman & Co first reported a position in HQY in Q2 2022 and has held it in 13 quarters since. The position peaked at $216K in Q3 2022. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Brown Brothers Harriman & Co held 16 shares of HealthEquity worth $1.45K as of Q2 2026.
  • HealthEquity was a new Brown Brothers Harriman & Co position in Q2 2026.
  • HealthEquity made up ﹤0.01% of Brown Brothers Harriman & Co's portfolio in Q2 2026, its #1751 holding.
  • Brown Brothers Harriman & Co first reported a position in HealthEquity in Q2 2022 and has held it in 13 quarters since.
  • Brown Brothers Harriman & Co's HealthEquity position peaked at $216K in Q3 2022.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.