Fidelity Investments’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $94.8M | Sell |
1,134,933
-917,638
| -45% | -$75.3M | 0.01% | 1204 |
|
|
2025
Q4 | $188M | Sell |
2,052,571
-1,437,210
| -41% | -$138M | 0.01% | 892 |
|
|
2025
Q3 | $331M | Sell |
3,489,781
-1,550,235
| -31% | -$146M | 0.02% | 657 |
|
|
2025
Q2 | $528M | Buy |
5,040,016
+54,803
| +1% | +$5.19M | 0.03% | 466 |
|
|
2025
Q1 | $441M | Sell |
4,985,213
-430,587
| -8% | -$44.2M | 0.03% | 504 |
|
|
2024
Q4 | $520M | Buy |
5,415,800
+125,684
| +2% | +$11.7M | 0.03% | 456 |
|
|
2024
Q3 | $433M | Sell |
5,290,116
-39,723
| -0.7% | -$3.06M | 0.03% | 528 |
|
|
2024
Q2 | $459M | Buy |
5,329,839
+368,652
| +7% | +$29.8M | 0.03% | 476 |
|
|
2024
Q1 | $405M | Sell |
4,961,187
-251,828
| -5% | -$19.7M | 0.03% | 522 |
|
|
2023
Q4 | $346M | Sell |
5,213,015
-435,977
| -8% | -$30.2M | 0.03% | 544 |
|
|
2023
Q3 | $413M | Buy |
5,648,992
+907,743
| +19% | +$61.3M | 0.04% | 451 |
|
|
2023
Q2 | $299M | Buy |
4,741,249
+212,847
| +5% | +$12.3M | 0.03% | 571 |
|
|
2023
Q1 | $266M | Buy |
4,528,402
+204,378
| +5% | +$12.4M | 0.02% | 599 |
|
|
2022
Q4 | $267M | Buy |
4,324,024
+340,188
| +9% | +$22.9M | 0.03% | 586 |
|
|
2022
Q3 | $268M | Buy |
3,983,836
+394,036
| +11% | +$24.9M | 0.03% | 567 |
|
|
2022
Q2 | $220M | Buy |
3,589,800
+373,264
| +12% | +$23.9M | 0.02% | 653 |
|
|
2022
Q1 | $217M | Buy |
3,216,536
+302,650
| +10% | +$16.3M | 0.02% | 731 |
|
|
2021
Q4 | $129M | Buy |
2,913,886
+1,744,870
| +149% | +$102M | 0.01% | 994 |
|
|
2021
Q3 | $75.7M | Sell |
1,169,016
-13,835
| -1% | -$961K | 0.01% | 1230 |
|
|
2021
Q2 | $95.2M | Sell |
1,182,851
-27,017
| -2% | -$2.06M | 0.01% | 1138 |
|
|
2021
Q1 | $82.3M | Sell |
1,209,868
-80,162
| -6% | -$6.3M | 0.01% | 1155 |
|
|
2020
Q4 | $89.9M | Buy |
1,290,030
+917,751
| +247% | +$57.1M | 0.01% | 1079 |
|
|
2020
Q3 | $19.1M | Sell |
372,279
-217,722
| -37% | -$12M | ﹤0.01% | 1585 |
|
|
2020
Q2 | $34.6M | Sell |
590,001
-809,706
| -58% | -$44.8M | ﹤0.01% | 1311 |
|
|
2020
Q1 | $70.8M | Sell |
1,399,707
-2,536,603
| -64% | -$168M | 0.01% | 896 |
|
|
2019
Q4 | $292M | Buy |
3,936,310
+505,907
| +15% | +$31.6M | 0.03% | 505 |
|
|
2019
Q3 | $196M | Buy |
3,430,403
+2,931,321
| +587% | +$195M | 0.02% | 627 |
|
|
2019
Q2 | $32.6M | Sell |
499,082
-2,372,462
| -83% | -$165M | ﹤0.01% | 1414 |
|
|
2019
Q1 | $212M | Sell |
2,871,544
-448,324
| -14% | -$31.5M | 0.03% | 618 |
|
|
2018
Q4 | $198M | Sell |
3,319,868
-168,239
| -5% | -$13.6M | 0.03% | 595 |
|
|
2018
Q3 | $329M | Buy |
3,488,107
+77,565
| +2% | +$6.68M | 0.04% | 468 |
|
|
2018
Q2 | $256M | Buy |
3,410,542
+715,441
| +27% | +$51.4M | 0.03% | 574 |
|
|
2018
Q1 | $163M | Buy |
2,695,101
+440,824
| +20% | +$23.9M | 0.02% | 764 |
|
|
2017
Q4 | $105M | Buy |
2,254,277
+242,332
| +12% | +$12M | 0.01% | 972 |
|
|
2017
Q3 | $102M | Sell |
2,011,945
-223,205
| -10% | -$10.4M | 0.01% | 967 |
|
|
2017
Q2 | $111M | Buy |
2,235,150
+699,728
| +46% | +$32.7M | 0.01% | 932 |
|
|
2017
Q1 | $65.2M | Buy |
1,535,422
+286,981
| +23% | +$12.7M | 0.01% | 1177 |
|
|
2016
Q4 | $50.6M | Buy |
1,248,441
+680,671
| +120% | +$26.3M | 0.01% | 1286 |
|
|
2016
Q3 | $21.5M | Buy |
567,770
+413,223
| +267% | +$13.1M | ﹤0.01% | 1644 |
|
|
2016
Q2 | $4.7M | Sell |
154,547
-28,143
| -15% | -$739K | ﹤0.01% | 2196 |
|
|
2016
Q1 | $4.51M | Sell |
182,690
-383,216
| -68% | -$8.21M | ﹤0.01% | 2188 |
|
|
2015
Q4 | $14.2M | Buy |
565,906
+215,506
| +62% | +$6.62M | ﹤0.01% | 1838 |
|
|
2015
Q3 | $10.4M | Buy |
350,400
+200,400
| +134% | +$6.3M | ﹤0.01% | 1940 |
|
|
2015
Q2 | $4.81M | Buy |
+150,000
| New | +$4.03M | ﹤0.01% | 2250 |
|
|
2014
Q4 | – | Sell |
-86,000
| Closed | -$1.57M | – | 2805 |
|
|
2014
Q3 | $1.57M | Buy |
+86,000
| New | +$1.65M | ﹤0.01% | 2469 |
|
Other funds holding HQY
WA
VPM
VCM
Fidelity Investments's HQY Position: Q1 2026 in Review
Fidelity Investments reduced its HealthEquity (HQY) stake by 45% in Q1 2026, selling an estimated $75.3M and leaving 1,134,933 shares worth $94.8M. The position accounts for 0.01% of the portfolio, ranked #1204.
Fidelity Investments first reported a position in HQY in Q3 2014 and has held it in 45 quarters since. The position peaked at $528M in Q2 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.
- Fidelity Investments held 1,134,933 shares of HealthEquity worth $94.8M as of Q1 2026.
- Fidelity Investments sold 917,638 HealthEquity shares in Q1 2026, an estimated $75.3M.
- HealthEquity made up 0.01% of Fidelity Investments's portfolio in Q1 2026, its #1204 holding.
- Fidelity Investments first reported a position in HealthEquity in Q3 2014 and has held it in 45 quarters since.
- Fidelity Investments's HealthEquity position peaked at $528M in Q2 2025.
- 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.
Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.