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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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