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HQY icon

Covestor’s HealthEquity HQY Stock Holding History

Covestor’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 		$12K Buy
129
+15
+13% +$1.27K 0.01% 1438
2026
Q1 		$10K Sell
114
-42
-27% -$3.45K 0.01% 1399
2025
Q4 		$14K Sell
156
-125
-44% -$12K 0.01% 1434
2025
Q3 		$27K Sell
281
-56
-17% -$5.27K 0.01% 1164
2025
Q2 		$35K Sell
337
-876
-72% -$83K 0.02% 1040
2025
Q1 		$107K Sell
1,213
-279
-19% -$28.6K 0.07% 442
2024
Q4 		$143K Sell
1,492
-32
-2% -$2.98K 0.09% 309
2024
Q3 		$125K Buy
1,524
+328
+27% +$25.3K 0.08% 392
2024
Q2 		$103K Sell
1,196
-2
-0.2% -$162 0.07% 466
2024
Q1 		$98K Buy
1,198
+81
+7% +$6.32K 0.06% 550
2023
Q4 		$74K Sell
1,117
-2
-0.2% -$139 0.05% 671
2023
Q3 		$82K Buy
1,119
+539
+93% +$36.4K 0.06% 534
2023
Q2 		$37K Buy
580
+413
+247% +$23.9K 0.03% 900
2023
Q1 		$10K Buy
167
+1
+0.6% +$61 0.01% 1314
2022
Q4 		$10K Sell
166
-9
-5% -$605 0.01% 1323
2022
Q3 		$12K Sell
175
-5
-3% -$316 0.01% 1187
2022
Q2 		$11K Buy
180
+168
+1,400% +$10.8K 0.01% 1175
2022
Q1 		$1K Sell
12
-66
-85% -$3.56K ﹤0.01% 1845
2021
Q4 		$3K Buy
+78
New +$4.54K ﹤0.01% 1472

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

Covestor's HQY Position: Q2 2026 in Review

Covestor increased its HealthEquity (HQY) stake by 13% in Q2 2026, buying an estimated $1.27K and bringing the position to 129 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #1438.

Covestor first reported a position in HQY in Q4 2021 and has held it in 19 quarters since. The position peaked at $143K in Q4 2024. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Covestor held 129 shares of HealthEquity worth $12K as of Q2 2026.
  • Covestor bought 15 HealthEquity shares in Q2 2026, an estimated $1.27K.
  • HealthEquity made up 0.01% of Covestor's portfolio in Q2 2026, its #1438 holding.
  • Covestor first reported a position in HealthEquity in Q4 2021 and has held it in 19 quarters since.
  • Covestor's HealthEquity position peaked at $143K in Q4 2024.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.