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F.L. Putnam Investment Management’s HealthEquity HQY Stock Holding History

F.L. Putnam Investment 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 		$24.1K Buy
+267
New +$22.6K ﹤0.01% 653

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
NNPTE
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne Warszawa, Poland $1.83B AUM 331.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

F.L. Putnam Investment Management's HQY Position: Q2 2026 in Review

F.L. Putnam Investment Management opened a new position in HealthEquity (HQY) in Q2 2026: 267 shares worth $24.1K. The stake represents ﹤0.01% of the portfolio and ranks #653 among its holdings.

242 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • F.L. Putnam Investment Management held 267 shares of HealthEquity worth $24.1K as of Q2 2026.
  • HealthEquity was a new F.L. Putnam Investment Management position in Q2 2026.
  • HealthEquity made up ﹤0.01% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #653 holding.
  • 242 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.