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Evergreen Capital Management’s HealthEquity HQY Stock Holding History

Evergreen Capital Management’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 		$366K Buy
4,053
+258
+7% +$21.9K 0.01% 1089
2026
Q1 		$317K Buy
+3,795
New +$311K 0.01% 1082
2025
Q4 		– Sell
-2,212
Closed -$210K – 1462
2025
Q3 		$210K Buy
+2,212
New +$208K 0.01% 1208

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

Evergreen Capital Management's HQY Position: Q2 2026 in Review

Evergreen Capital Management increased its HealthEquity (HQY) stake by 6.8% in Q2 2026, buying an estimated $21.9K and bringing the position to 4,053 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #1089.

Evergreen Capital Management first reported a position in HQY in Q3 2025 and has held it in 3 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Evergreen Capital Management held 4,053 shares of HealthEquity worth $366K as of Q2 2026.
  • Evergreen Capital Management bought 258 HealthEquity shares in Q2 2026, an estimated $21.9K.
  • HealthEquity made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1089 holding.
  • Evergreen Capital Management first reported a position in HealthEquity in Q3 2025 and has held it in 3 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.