FGP
HQY icon

Freestone Grove Partners’s HealthEquity HQY Stock Holding History

Freestone Grove Partners’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 		$622K Sell
6,892
-2,791
-29% -$237K ﹤0.01% 620
2026
Q1 		$809K Buy
+9,683
New +$794K 0.01% 515

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

Freestone Grove Partners's HQY Position: Q2 2026 in Review

Freestone Grove Partners reduced its HealthEquity (HQY) stake by 29% in Q2 2026, selling an estimated $237K and leaving 6,892 shares worth $622K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Freestone Grove Partners first reported a position in HQY in Q1 2026 and has held it in 2 quarters since. The position peaked at $809K in Q1 2026. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Freestone Grove Partners held 6,892 shares of HealthEquity worth $622K as of Q2 2026.
  • Freestone Grove Partners sold 2,791 HealthEquity shares in Q2 2026, an estimated $237K.
  • HealthEquity made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #620 holding.
  • Freestone Grove Partners first reported a position in HealthEquity in Q1 2026 and has held it in 2 quarters since.
  • Freestone Grove Partners's HealthEquity position peaked at $809K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.