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BTC Capital Management’s HealthEquity HQY Stock Holding History

BTC Capital Management’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 		$639K Buy
6,951
+44
+0.6% +$3.73K 0.04% 166
2026
Q1 		$577K Buy
6,907
+1,789
+35% +$147K 0.04% 167
2025
Q4 		$469K Sell
5,118
-34
-0.7% -$3.25K 0.03% 171
2025
Q3 		$488K Buy
5,152
+506
+11% +$47.6K 0.03% 167
2025
Q2 		$486K Sell
4,646
-947
-17% -$89.8K 0.04% 161
2025
Q1 		$494K Sell
5,593
-957
-15% -$98.2K 0.05% 160
2024
Q4 		$628K Sell
6,550
-695
-10% -$64.8K 0.06% 146
2024
Q3 		$593K Buy
7,245
+788
+12% +$60.8K 0.05% 157
2024
Q2 		$557K Sell
6,457
-296
-4% -$23.9K 0.05% 155
2024
Q1 		$551K Buy
+6,753
New +$527K 0.05% 162
2023
Q3 		$360K Buy
4,922
+666
+16% +$45K 0.04% 182
2023
Q2 		$263K Buy
+4,256
New +$247K 0.03% 215

Other funds holding HQY

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

BTC Capital Management's HQY Position: Q2 2026 in Review

BTC Capital Management increased its HealthEquity (HQY) stake by 0.64% in Q2 2026, buying an estimated $3.73K and bringing the position to 6,951 shares worth $639K. The position accounts for 0.04% of the portfolio, ranked #166.

BTC Capital Management first reported a position in HQY in Q2 2023 and has held it in 12 quarters since. 177 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • BTC Capital Management held 6,951 shares of HealthEquity worth $639K as of Q2 2026.
  • BTC Capital Management bought 44 HealthEquity shares in Q2 2026, an estimated $3.73K.
  • HealthEquity made up 0.04% of BTC Capital Management's portfolio in Q2 2026, its #166 holding.
  • BTC Capital Management first reported a position in HealthEquity in Q2 2023 and has held it in 12 quarters since.
  • 177 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.