CIBC Asset Management’s HealthEquity HQY Stock Holding History

CIBC Asset 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	$244K	Hold	2,700	–	–	﹤0.01%	1181
2026 Q1	$226K	Hold	2,700	–	–	﹤0.01%	1163
2025 Q4	$247K	Hold	2,700	–	–	﹤0.01%	1089
2025 Q3	$256K	Hold	2,700	–	–	﹤0.01%	1012
2025 Q2	$283K	Hold	2,700	–	–	﹤0.01%	927
2025 Q1	$239K	Buy	2,700 +60	+2%	+$6.15K	﹤0.01%	976
2024 Q4	$253K	Buy	2,640 +139	+6%	+$13K	﹤0.01%	972
2024 Q3	$205K	Buy	2,501 +82	+3%	+$6.33K	﹤0.01%	1102
2024 Q2	$209K	Buy	+2,419	New	+$195K	﹤0.01%	1008
2022 Q4	–	Sell	-3,336	Closed	-$224K	–	1154
2022 Q3	$224K	Hold	3,336	–	–	﹤0.01%	1025
2022 Q2	$205K	Sell	3,336 -244	-7%	-$15.6K	﹤0.01%	1107
2022 Q1	$241K	Buy	+3,580	New	+$193K	﹤0.01%	1201
2021 Q4	–	Sell	-3,256	Closed	-$211K	–	1567
2021 Q3	$211K	Buy	3,256 +446	+16%	+$31K	﹤0.01%	1326
2021 Q2	$226K	Buy	+2,810	New	+$214K	﹤0.01%	1198
2020 Q1	–	Sell	-2,721	Closed	-$202K	–	1089
2019 Q4	$202K	Buy	+2,721	New	+$170K	﹤0.01%	1081
2018 Q4	–	Sell	-2,271	Closed	-$214K	–	1085
2018 Q3	$214K	Buy	+2,271	New	+$196K	﹤0.01%	1030
2017 Q4	–	Sell	-4,118	Closed	-$208K	–	1082
2017 Q3	$208K	Buy	+4,118	New	+$192K	﹤0.01%	945

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

CIBC Asset Management's HQY Position: Q2 2026 in Review

CIBC Asset Management held its HealthEquity (HQY) position steady in Q2 2026 at 2,700 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

CIBC Asset Management first reported a position in HQY in Q3 2017 and has held it in 17 quarters since. The position peaked at $283K in Q2 2025. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

CIBC Asset Management held 2,700 shares of HealthEquity worth $244K as of Q2 2026.
CIBC Asset Management left its HealthEquity share count unchanged in Q2 2026.
HealthEquity made up ﹤0.01% of CIBC Asset Management's portfolio in Q2 2026, its #1181 holding.
CIBC Asset Management first reported a position in HealthEquity in Q3 2017 and has held it in 17 quarters since.
CIBC Asset Management's HealthEquity position peaked at $283K in Q2 2025.
498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on CIBC Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.