DZ Bank
HQY icon

DZ Bank’s HealthEquity HQY Stock Holding History

DZ Bank’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 		$195K Buy
+2,164
New +$183K ﹤0.01% 928
2022
Q3 		– Sell
-690
Closed -$43.8K – 1040
2022
Q2 		$43.8K Hold
690
– – ﹤0.01% 965
2022
Q1 		$46.4K Sell
690
-2,410
-78% -$130K ﹤0.01% 948
2021
Q4 		$136K Buy
+3,100
New +$181K ﹤0.01% 988

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

DZ Bank's HQY Position: Q2 2026 in Review

DZ Bank opened a new position in HealthEquity (HQY) in Q2 2026: 2,164 shares worth $195K. The stake represents ﹤0.01% of the portfolio and ranks #928 among its holdings. This is a return to the name: DZ Bank previously reported a position in HQY as recently as Q2 2022.

DZ Bank first reported a position in HQY in Q4 2021 and has held it in 4 quarters since. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • DZ Bank held 2,164 shares of HealthEquity worth $195K as of Q2 2026.
  • HealthEquity was a new DZ Bank position in Q2 2026.
  • HealthEquity made up ﹤0.01% of DZ Bank's portfolio in Q2 2026, its #928 holding.
  • DZ Bank first reported a position in HealthEquity in Q4 2021 and has held it in 4 quarters since.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on DZ Bank's 13F filing for Q2 2026, filed 14 Aug 2026.