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Brown, Lisle/Cummings’s HealthEquity HQY Stock Holding History

Brown, Lisle/Cummings’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 		$1.72K Sell
19
-3
-14% -$254 ﹤0.01% 882
2026
Q1 		$1.84K Buy
+22
New +$1.8K ﹤0.01% 841

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

Brown, Lisle/Cummings's HQY Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its HealthEquity (HQY) stake by 14% in Q2 2026, selling an estimated $254 and leaving 19 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Brown, Lisle/Cummings first reported a position in HQY in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.84K in Q1 2026. 501 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Brown, Lisle/Cummings held 19 shares of HealthEquity worth $1.72K as of Q2 2026.
  • Brown, Lisle/Cummings sold 3 HealthEquity shares in Q2 2026, an estimated $254.
  • HealthEquity made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #882 holding.
  • Brown, Lisle/Cummings first reported a position in HealthEquity in Q1 2026 and has held it in 2 quarters since.
  • Brown, Lisle/Cummings's HealthEquity position peaked at $1.84K in Q1 2026.
  • 501 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.