EI
HQY icon

Ethic Inc’s HealthEquity HQY Stock Holding History

Ethic Inc’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 		$308K Buy
3,409
+930
+38% +$78.8K ﹤0.01% 1121
2026
Q1 		$207K Sell
2,479
-1,388
-36% -$114K ﹤0.01% 1149
2025
Q4 		$354K Buy
3,867
+109
+3% +$10.4K 0.01% 949
2025
Q3 		$356K Sell
3,758
-3,112
-45% -$293K 0.01% 950
2025
Q2 		$721K Buy
6,870
+1,826
+36% +$173K 0.01% 712
2025
Q1 		$439K Buy
5,044
+1,490
+42% +$153K 0.01% 831
2024
Q4 		$341K Buy
+3,554
New +$331K 0.01% 902

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

Ethic Inc's HQY Position: Q2 2026 in Review

Ethic Inc increased its HealthEquity (HQY) stake by 38% in Q2 2026, buying an estimated $78.8K and bringing the position to 3,409 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Ethic Inc first reported a position in HQY in Q4 2024 and has held it in 7 quarters since. The position peaked at $721K in Q2 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Ethic Inc held 3,409 shares of HealthEquity worth $308K as of Q2 2026.
  • Ethic Inc bought 930 HealthEquity shares in Q2 2026, an estimated $78.8K.
  • HealthEquity made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1121 holding.
  • Ethic Inc first reported a position in HealthEquity in Q4 2024 and has held it in 7 quarters since.
  • Ethic Inc's HealthEquity position peaked at $721K in Q2 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.