Corient Private Wealth
HQY icon

Corient Private Wealth’s HealthEquity HQY Stock Holding History

Corient Private Wealth’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 		$2.69M Buy
29,789
+2,364
+9% +$200K ﹤0.01% 1199
2026
Q1 		$2.29M Buy
27,425
+25,041
+1,050% +$2.05M ﹤0.01% 1191
2025
Q4 		$219K Buy
+2,384
New +$228K ﹤0.01% 2375
2025
Q3 		– Sell
-4,913
Closed -$515K – 2613
2025
Q2 		$515K Buy
+4,913
New +$466K ﹤0.01% 1686

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

Corient Private Wealth's HQY Position: Q2 2026 in Review

Corient Private Wealth increased its HealthEquity (HQY) stake by 8.6% in Q2 2026, buying an estimated $200K and bringing the position to 29,789 shares worth $2.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

Corient Private Wealth first reported a position in HQY in Q2 2025 and has held it in 4 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Corient Private Wealth held 29,789 shares of HealthEquity worth $2.69M as of Q2 2026.
  • Corient Private Wealth bought 2,364 HealthEquity shares in Q2 2026, an estimated $200K.
  • HealthEquity made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1199 holding.
  • Corient Private Wealth first reported a position in HealthEquity in Q2 2025 and has held it in 4 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.