GI
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Gradient Investments’s HealthEquity HQY Stock Holding History

Gradient Investments’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 		$1.66M Sell
18,357
-414
-2% -$35.1K 0.02% 279
2026
Q1 		$1.57M Sell
18,771
-446
-2% -$36.6K 0.02% 274
2025
Q4 		$1.76M Buy
19,217
+377
+2% +$36.1K 0.03% 219
2025
Q3 		$1.79M Sell
18,840
-852
-4% -$80.2K 0.03% 204
2025
Q2 		$2.06M Sell
19,692
-895
-4% -$84.8K 0.04% 187
2025
Q1 		$1.82M Sell
20,587
-2,416
-11% -$248K 0.04% 177
2024
Q4 		$2.21M Sell
23,003
-1,369
-6% -$128K 0.04% 167
2024
Q3 		$1.99M Sell
24,372
-30,477
-56% -$2.35M 0.04% 164
2024
Q2 		$4.73M Buy
54,849
+1,218
+2% +$98.4K 0.11% 147
2024
Q1 		$4.38M Sell
53,631
-3,756
-7% -$293K 0.1% 149
2023
Q4 		$3.8M Buy
57,387
+8,615
+18% +$597K 0.09% 157
2023
Q3 		$3.56M Buy
+48,772
New +$3.29M 0.09% 145
2021
Q4 		– Sell
-3
Closed – – 1275
2021
Q3 		$0 Sell
3
-23
-88% -$1.6K ﹤0.01% 1188
2021
Q2 		$2K Sell
26
-22
-46% -$1.68K ﹤0.01% 996
2021
Q1 		$3K Sell
48
-15,189
-100% -$1.19M ﹤0.01% 960
2020
Q4 		$783K Sell
15,237
-494
-3% -$30.7K 0.03% 165
2020
Q3 		$808K Sell
15,731
-9,999
-39% -$549K 0.03% 165
2020
Q2 		$1.51M Buy
25,730
+401
+2% +$22.2K 0.07% 152
2020
Q1 		$1.28M Buy
25,329
+5,090
+25% +$338K 0.07% 151
2019
Q4 		$1.5M Buy
20,239
+1,470
+8% +$91.7K 0.07% 161
2019
Q3 		$1.07M Buy
18,769
+2,197
+13% +$146K 0.05% 189
2019
Q2 		$1.08M Buy
16,572
+7,503
+83% +$522K 0.06% 184
2019
Q1 		$671K Buy
+9,069
New +$638K 0.04% 162

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

Gradient Investments's HQY Position: Q2 2026 in Review

Gradient Investments reduced its HealthEquity (HQY) stake by 2.2% in Q2 2026, selling an estimated $35.1K and leaving 18,357 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #279.

Gradient Investments first reported a position in HQY in Q1 2019 and has held it in 23 quarters since. The position peaked at $4.73M in Q2 2024. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Gradient Investments held 18,357 shares of HealthEquity worth $1.66M as of Q2 2026.
  • Gradient Investments sold 414 HealthEquity shares in Q2 2026, an estimated $35.1K.
  • HealthEquity made up 0.02% of Gradient Investments's portfolio in Q2 2026, its #279 holding.
  • Gradient Investments first reported a position in HealthEquity in Q1 2019 and has held it in 23 quarters since.
  • Gradient Investments's HealthEquity position peaked at $4.73M in Q2 2024.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.