Commonwealth Equity Services’s HealthEquity HQY Stock Holding History

Commonwealth Equity Services’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 Q1	$242K	Buy	+2,896	New	+$238K	﹤0.01%	3827
2025 Q4	–	Sell	-37,741	Closed	-$3.58M	–	4362
2025 Q3	$3.58M	Buy	+37,741	New	+$3.55M	﹤0.01%	1589
2018 Q4	–	Sell	-4,441	Closed	-$419K	–	2747
2018 Q3	$419K	Buy	4,441 +300	+7%	+$25.8K	﹤0.01%	1910
2018 Q2	$311K	Buy	4,141 +406	+11%	+$29.2K	﹤0.01%	2078
2018 Q1	$226K	Buy	+3,735	New	+$202K	﹤0.01%	2301
2016 Q4	–	Sell	-6,611	Closed	-$250K	–	2342
2016 Q3	$250K	Sell	6,611 -12,668	-66%	-$401K	﹤0.01%	1848
2016 Q2	$586K	Sell	19,279 -32,387	-63%	-$850K	﹤0.01%	1252
2016 Q1	$1.27M	Hold	51,666	–	–	0.01%	842
2015 Q4	$1.29M	Buy	51,666 +25,968	+101%	+$798K	0.01%	793
2015 Q3	$759K	Hold	25,698	–	–	0.01%	1023
2015 Q2	$824K	Sell	25,698 -4,950	-16%	-$133K	0.01%	1061
2015 Q1	$766K	Buy	+30,648	New	+$665K	0.01%	1095

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Commonwealth Equity Services's HQY Position: Q1 2026 in Review

Commonwealth Equity Services opened a new position in HealthEquity (HQY) in Q1 2026: 2,896 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #3827 among its holdings. This is a return to the name: Commonwealth Equity Services previously reported a position in HQY as recently as Q3 2025.

Commonwealth Equity Services first reported a position in HQY in Q1 2015 and has held it in 12 quarters since. The position peaked at $3.58M in Q3 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

Commonwealth Equity Services held 2,896 shares of HealthEquity worth $242K as of Q1 2026.
HealthEquity was a new Commonwealth Equity Services position in Q1 2026.
HealthEquity made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3827 holding.
Commonwealth Equity Services first reported a position in HealthEquity in Q1 2015 and has held it in 12 quarters since.
Commonwealth Equity Services's HealthEquity position peaked at $3.58M in Q3 2025.
485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.