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Choreo LLC’s HealthEquity HQY Stock Holding History

Choreo LLC’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 		$1.89M Buy
20,967
+681
+3% +$57.7K 0.02% 423
2026
Q1 		$1.7M Buy
20,286
+140
+0.7% +$11.5K 0.02% 444
2025
Q4 		$1.86M Sell
20,146
-113
-0.6% -$10.8K 0.02% 393
2025
Q3 		$1.92M Sell
20,259
-71
-0.3% -$6.68K 0.03% 384
2025
Q2 		$2.13M Sell
20,330
-258
-1% -$24.5K 0.03% 348
2025
Q1 		$1.82M Sell
20,588
-2,291
-10% -$235K 0.03% 357
2024
Q4 		$2.2M Buy
22,879
+1,533
+7% +$143K 0.03% 328
2024
Q3 		$1.71M Buy
21,346
+809
+4% +$62.4K 0.03% 399
2024
Q2 		$1.78M Buy
20,537
+7,780
+61% +$629K 0.03% 351
2024
Q1 		$1.04M Buy
+12,757
New +$996K 0.03% 268

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

Choreo LLC's HQY Position: Q2 2026 in Review

Choreo LLC increased its HealthEquity (HQY) stake by 3.4% in Q2 2026, buying an estimated $57.7K and bringing the position to 20,967 shares worth $1.89M. The position accounts for 0.02% of the portfolio, ranked #423.

Choreo LLC first reported a position in HQY in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.2M in Q4 2024. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Choreo LLC held 20,967 shares of HealthEquity worth $1.89M as of Q2 2026.
  • Choreo LLC bought 681 HealthEquity shares in Q2 2026, an estimated $57.7K.
  • HealthEquity made up 0.02% of Choreo LLC's portfolio in Q2 2026, its #423 holding.
  • Choreo LLC first reported a position in HealthEquity in Q1 2024 and has held it in 10 quarters since.
  • Choreo LLC's HealthEquity position peaked at $2.2M in Q4 2024.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.