Chicago Partners Investment Group
HQY icon

Chicago Partners Investment Group’s HealthEquity HQY Stock Holding History

Chicago Partners 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
Q2 		$241K Buy
+2,555
New +$217K ﹤0.01% 1349
2018
Q4 		– Sell
-67
Closed -$6K – 588
2018
Q3 		$6K Buy
+67
New +$5.77K ﹤0.01% 889

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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

Chicago Partners Investment Group's HQY Position: Q2 2026 in Review

Chicago Partners Investment Group opened a new position in HealthEquity (HQY) in Q2 2026: 2,555 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #1349 among its holdings. This is a return to the name: Chicago Partners Investment Group previously reported a position in HQY as recently as Q3 2018.

Chicago Partners Investment Group first reported a position in HQY in Q3 2018 and has held it in 2 quarters since. 501 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Chicago Partners Investment Group held 2,555 shares of HealthEquity worth $241K as of Q2 2026.
  • HealthEquity was a new Chicago Partners Investment Group position in Q2 2026.
  • HealthEquity made up ﹤0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1349 holding.
  • Chicago Partners Investment Group first reported a position in HealthEquity in Q3 2018 and has held it in 2 quarters since.
  • 501 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.