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Bruce G. Allen Investments’s HealthEquity HQY Stock Holding History

Bruce G. Allen 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
Q1 		– Sell
-20
Closed -$1.83K – 1113
2025
Q4 		$1.83K Hold
20
– – ﹤0.01% 711
2025
Q3 		$1.9K Hold
20
– – ﹤0.01% 713
2025
Q2 		$2.1K Hold
20
– – ﹤0.01% 700
2025
Q1 		$1.77K Buy
+20
New +$2.05K ﹤0.01% 724

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

Bruce G. Allen Investments's HQY Position: Q1 2026 in Review

Bruce G. Allen Investments sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 20 shares — an estimated $1.83K sold.

Bruce G. Allen Investments first reported a position in HQY in Q1 2025 and held it in 4 quarters. The position peaked at $2.1K in Q2 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Bruce G. Allen Investments reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Bruce G. Allen Investments sold 20 HealthEquity shares in Q1 2026, an estimated $1.83K.
  • Bruce G. Allen Investments first reported a position in HealthEquity in Q1 2025 and held it in 4 quarters.
  • Bruce G. Allen Investments's HealthEquity position peaked at $2.1K in Q2 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.