Ensign Peak Advisors
HQY icon

Ensign Peak Advisors’s HealthEquity HQY Stock Holding History

Ensign Peak Advisors’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 		$10.6M Sell
117,281
-17,096
-13% -$1.45M 0.02% 428
2026
Q1 		$11.2M Sell
134,377
-20,628
-13% -$1.69M 0.02% 388
2025
Q4 		$14.2M Sell
155,005
-21,575
-12% -$2.07M 0.03% 340
2025
Q3 		$16.7M Sell
176,580
-154,628
-47% -$14.6M 0.03% 345
2025
Q2 		$34.7M Sell
331,208
-19,114
-5% -$1.81M 0.06% 228
2025
Q1 		$31M Buy
350,322
+73,258
+26% +$7.51M 0.06% 235
2024
Q4 		$26.6M Sell
277,064
-58,354
-17% -$5.44M 0.05% 275
2024
Q3 		$27.5M Sell
335,418
-78,601
-19% -$6.06M 0.05% 271
2024
Q2 		$35.7M Buy
414,019
+73,427
+22% +$5.93M 0.07% 210
2024
Q1 		$27.8M Buy
340,592
+62,753
+23% +$4.9M 0.05% 261
2023
Q4 		$18.4M Sell
277,839
-110,940
-29% -$7.69M 0.04% 309
2023
Q3 		$28.4M Sell
388,779
-125
-0% -$8.45K 0.06% 232
2023
Q2 		$24.6M Buy
388,904
+15,097
+4% +$875K 0.05% 263
2023
Q1 		$21.9M Buy
373,807
+17,352
+5% +$1.05M 0.05% 271
2022
Q4 		$22M Sell
356,455
-3,829
-1% -$257K 0.05% 282
2022
Q3 		$24.2M Sell
360,284
-214
-0.1% -$13.5K 0.06% 247
2022
Q2 		$22.1M Buy
360,498
+908
+0.3% +$58.2K 0.05% 255
2022
Q1 		$24.3M Sell
359,590
-50,028
-12% -$2.7M 0.05% 268
2021
Q4 		$18.1M Sell
409,618
-74,105
-15% -$4.32M 0.03% 334
2021
Q3 		$31.3M Buy
483,723
+7,488
+2% +$520K 0.07% 237
2021
Q2 		$38.3M Sell
476,235
-24,416
-5% -$1.86M 0.08% 214
2021
Q1 		$34M Sell
500,651
-3,651
-0.7% -$287K 0.07% 225
2020
Q4 		$35.2M Sell
504,302
-8,423
-2% -$524K 0.08% 217
2020
Q3 		$26.3M Sell
512,725
-10,337
-2% -$568K 0.07% 253
2020
Q2 		$30.7M Buy
523,062
+47,915
+10% +$2.65M 0.08% 200
2020
Q1 		$24M Buy
475,147
+55,078
+13% +$3.66M 0.08% 193
2019
Q4 		$31.1M Buy
+420,069
New +$26.2M 0.08% 211

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

Ensign Peak Advisors's HQY Position: Q2 2026 in Review

Ensign Peak Advisors reduced its HealthEquity (HQY) stake by 13% in Q2 2026, selling an estimated $1.45M and leaving 117,281 shares worth $10.6M. The position accounts for 0.02% of the portfolio, ranked #428.

Ensign Peak Advisors first reported a position in HQY in Q4 2019 and has held it in 27 quarters since. The position peaked at $38.3M in Q2 2021. 496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Ensign Peak Advisors held 117,281 shares of HealthEquity worth $10.6M as of Q2 2026.
  • Ensign Peak Advisors sold 17,096 HealthEquity shares in Q2 2026, an estimated $1.45M.
  • HealthEquity made up 0.02% of Ensign Peak Advisors's portfolio in Q2 2026, its #428 holding.
  • Ensign Peak Advisors first reported a position in HealthEquity in Q4 2019 and has held it in 27 quarters since.
  • Ensign Peak Advisors's HealthEquity position peaked at $38.3M in Q2 2021.
  • 496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Ensign Peak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.