Covestor
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
Q3 		$12K Buy
134
+5
+4% +$490 0.01% 1333
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 $6.79T AUM 37.06% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Covestor's HQY Position: Q3 2026 in Review

Covestor increased its HealthEquity (HQY) stake by 3.9% in Q3 2026, buying an estimated $490 and bringing the position to 134 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #1333.

Covestor first reported a position in HQY in Q4 2021 and has held it in 20 quarters since. The position peaked at $143K in Q4 2024. 422 funds tracked by Wall St. Rank hold HQY as of Q3 2026.

  • Covestor held 134 shares of HealthEquity worth $12K as of Q3 2026.
  • Covestor bought 5 HealthEquity shares in Q3 2026, an estimated $490.
  • HealthEquity made up 0.01% of Covestor's portfolio in Q3 2026, its #1333 holding.
  • Covestor first reported a position in HealthEquity in Q4 2021 and has held it in 20 quarters since.
  • Covestor's HealthEquity position peaked at $143K in Q4 2024.
  • 422 funds tracked by Wall St. Rank held HealthEquity as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.