Daiwa Securities Group
HQY icon

Daiwa Securities Group’s HealthEquity HQY Stock Holding History

Daiwa Securities Group’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 		$130K Sell
1,550
-100
-6% -$8.21K ﹤0.01% 1053
2025
Q4 		$151K Sell
1,650
-140
-8% -$13.4K ﹤0.01% 1014
2025
Q3 		$170K Sell
1,790
-110
-6% -$10.4K ﹤0.01% 1001
2025
Q2 		$199K Sell
1,900
-200
-10% -$19K ﹤0.01% 960
2025
Q1 		$186K Buy
2,100
+150
+8% +$15.4K ﹤0.01% 935
2024
Q4 		$187K Buy
1,950
+150
+8% +$14K ﹤0.01% 946
2024
Q3 		$147K Sell
1,800
-200
-10% -$15.4K ﹤0.01% 984
2024
Q2 		$172K Sell
2,000
-200
-9% -$16.2K ﹤0.01% 986
2024
Q1 		$180K Sell
2,200
-860
-28% -$67.1K ﹤0.01% 999
2023
Q4 		$203K Sell
3,060
-750
-20% -$52K ﹤0.01% 955
2023
Q3 		$278K Sell
3,810
-1,490
-28% -$101K ﹤0.01% 908
2023
Q2 		$335K Sell
5,300
-1,500
-22% -$87K ﹤0.01% 887
2023
Q1 		$399K Sell
6,800
-850
-11% -$51.6K ﹤0.01% 852
2022
Q4 		$472K Sell
7,650
-1,400
-15% -$94.1K ﹤0.01% 822
2022
Q3 		$608K Sell
9,050
-1,050
-10% -$66.5K 0.01% 753
2022
Q2 		$620K Hold
10,100
– – ﹤0.01% 777
2022
Q1 		$681K Buy
+10,100
New +$545K ﹤0.01% 789

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

Daiwa Securities Group's HQY Position: Q1 2026 in Review

Daiwa Securities Group reduced its HealthEquity (HQY) stake by 6.1% in Q1 2026, selling an estimated $8.21K and leaving 1,550 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

Daiwa Securities Group first reported a position in HQY in Q1 2022 and has held it in 17 quarters since. The position peaked at $681K in Q1 2022. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Daiwa Securities Group held 1,550 shares of HealthEquity worth $130K as of Q1 2026.
  • Daiwa Securities Group sold 100 HealthEquity shares in Q1 2026, an estimated $8.21K.
  • HealthEquity made up ﹤0.01% of Daiwa Securities Group's portfolio in Q1 2026, its #1053 holding.
  • Daiwa Securities Group first reported a position in HealthEquity in Q1 2022 and has held it in 17 quarters since.
  • Daiwa Securities Group's HealthEquity position peaked at $681K in Q1 2022.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Daiwa Securities Group's 13F filing for Q1 2026, filed 13 May 2026.