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Edgestream Partners’s HealthEquity HQY Stock Holding History

Edgestream Partners’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 		$201K Buy
+2,220
New +$188K 0.01% 924
2024
Q4 		– Sell
-15,008
Closed -$1.23M – 951
2024
Q3 		$1.23M Buy
+15,008
New +$1.16M 0.05% 525
2024
Q2 		– Sell
-10,025
Closed -$818K – 927
2024
Q1 		$818K Buy
10,025
+2,299
+30% +$180K 0.04% 547
2023
Q4 		$512K Buy
+7,726
New +$536K 0.04% 608

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

Edgestream Partners's HQY Position: Q2 2026 in Review

Edgestream Partners opened a new position in HealthEquity (HQY) in Q2 2026: 2,220 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #924 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in HQY as recently as Q3 2024.

Edgestream Partners first reported a position in HQY in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.23M in Q3 2024. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Edgestream Partners held 2,220 shares of HealthEquity worth $201K as of Q2 2026.
  • HealthEquity was a new Edgestream Partners position in Q2 2026.
  • HealthEquity made up 0.01% of Edgestream Partners's portfolio in Q2 2026, its #924 holding.
  • Edgestream Partners first reported a position in HealthEquity in Q4 2023 and has held it in 4 quarters since.
  • Edgestream Partners's HealthEquity position peaked at $1.23M in Q3 2024.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.