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Commerce Bank’s HealthEquity HQY Stock Holding History

Commerce Bank’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 		$633K Buy
7,003
+2,450
+54% +$208K ﹤0.01% 886
2026
Q1 		$380K Sell
4,553
-325
-7% -$26.7K ﹤0.01% 1032
2025
Q4 		$447K Sell
4,878
-100
-2% -$9.57K ﹤0.01% 918
2025
Q3 		$472K Sell
4,978
-365
-7% -$34.4K ﹤0.01% 895
2025
Q2 		$560K Sell
5,343
-687
-11% -$65.1K ﹤0.01% 812
2025
Q1 		$533K Sell
6,030
-62
-1% -$6.36K ﹤0.01% 821
2024
Q4 		$585K Sell
6,092
-1,841
-23% -$172K ﹤0.01% 806
2024
Q3 		$649K Sell
7,933
-240
-3% -$18.5K ﹤0.01% 783
2024
Q2 		$705K Hold
8,173
– – ﹤0.01% 733
2024
Q1 		$667K Sell
8,173
-265
-3% -$20.7K ﹤0.01% 752
2023
Q4 		$559K Sell
8,438
-530
-6% -$36.7K ﹤0.01% 806
2023
Q3 		$655K Sell
8,968
-802
-8% -$54.2K 0.01% 701
2023
Q2 		$617K Sell
9,770
-392
-4% -$22.7K ﹤0.01% 736
2023
Q1 		$597K Buy
10,162
+1,581
+18% +$96K ﹤0.01% 742
2022
Q4 		$529K Sell
8,581
-225
-3% -$15.1K ﹤0.01% 776
2022
Q3 		$591K Hold
8,806
– – 0.01% 694
2022
Q2 		$540K Buy
8,806
+41
+0.5% +$2.63K ﹤0.01% 752
2022
Q1 		$591K Sell
8,765
-499
-5% -$26.9K ﹤0.01% 774
2021
Q4 		$410K Buy
9,264
+1,322
+17% +$77K ﹤0.01% 916
2021
Q3 		$515K Sell
7,942
-325
-4% -$22.6K ﹤0.01% 824
2021
Q2 		$666K Buy
8,267
+22
+0.3% +$1.68K ﹤0.01% 726
2021
Q1 		$560K Sell
8,245
-150
-2% -$11.8K ﹤0.01% 771
2020
Q4 		$585K Hold
8,395
– – ﹤0.01% 716
2020
Q3 		$431K Buy
8,395
+2,485
+42% +$137K ﹤0.01% 736
2020
Q2 		$347K Buy
+5,910
New +$327K ﹤0.01% 790

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

Commerce Bank's HQY Position: Q2 2026 in Review

Commerce Bank increased its HealthEquity (HQY) stake by 54% in Q2 2026, buying an estimated $208K and bringing the position to 7,003 shares worth $633K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Commerce Bank first reported a position in HQY in Q2 2020 and has held it in 25 quarters since. The position peaked at $705K in Q2 2024. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Commerce Bank held 7,003 shares of HealthEquity worth $633K as of Q2 2026.
  • Commerce Bank bought 2,450 HealthEquity shares in Q2 2026, an estimated $208K.
  • HealthEquity made up ﹤0.01% of Commerce Bank's portfolio in Q2 2026, its #886 holding.
  • Commerce Bank first reported a position in HealthEquity in Q2 2020 and has held it in 25 quarters since.
  • Commerce Bank's HealthEquity position peaked at $705K in Q2 2024.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Commerce Bank's 13F filing for Q2 2026, filed 12 Aug 2026.