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Covea Finance’s HealthEquity HQY Stock Holding History

Covea Finance’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 		$3.54M Hold
39,200
– – 0.11% 134
2026
Q1 		$3.28M Hold
39,200
– – 0.11% 124
2025
Q4 		$3.59M Hold
39,200
– – 0.12% 115
2025
Q3 		$3.71M Hold
39,200
– – 0.13% 113
2025
Q2 		$4.11M Buy
39,200
+7,200
+23% +$683K 0.15% 107
2025
Q1 		$2.83M Buy
32,000
+14,000
+78% +$1.44M 0.13% 99
2024
Q4 		$1.73M Buy
+18,000
New +$1.68M 0.08% 101

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

Covea Finance's HQY Position: Q2 2026 in Review

Covea Finance held its HealthEquity (HQY) position steady in Q2 2026 at 39,200 shares worth $3.54M. The position accounts for 0.11% of the portfolio, ranked #134.

Covea Finance first reported a position in HQY in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.11M in Q2 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Covea Finance held 39,200 shares of HealthEquity worth $3.54M as of Q2 2026.
  • Covea Finance left its HealthEquity share count unchanged in Q2 2026.
  • HealthEquity made up 0.11% of Covea Finance's portfolio in Q2 2026, its #134 holding.
  • Covea Finance first reported a position in HealthEquity in Q4 2024 and has held it in 7 quarters since.
  • Covea Finance's HealthEquity position peaked at $4.11M in Q2 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Covea Finance's 13F filing for Q2 2026, filed 13 Jul 2026.