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
Q1 		$2.29M Buy
27,425
+22,476
+454% +$1.84M ﹤0.01% 1191
2025
Q4 		$437K Buy
+4,949
New +$474K ﹤0.01% 2393
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 $5.72T AUM 30.48% 1-Year Est. Return
WA
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Corient Private Wealth's HQY Position: Q1 2026 in Review

Corient Private Wealth increased its HealthEquity (HQY) stake by 454% in Q1 2026, buying an estimated $1.84M and bringing the position to 27,425 shares worth $2.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

Corient Private Wealth first reported a position in HQY in Q2 2025 and has held it in 3 quarters since. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Corient Private Wealth held 27,425 shares of HealthEquity worth $2.29M as of Q1 2026.
  • Corient Private Wealth bought 22,476 HealthEquity shares in Q1 2026, an estimated $1.84M.
  • HealthEquity made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1191 holding.
  • Corient Private Wealth first reported a position in HealthEquity in Q2 2025 and has held it in 3 quarters since.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.