Great Lakes Advisors’s HealthEquity HQY Stock Holding History

Great Lakes Advisors’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 Q1	–	Sell	-2,407	Closed	-$221K	–	829
2025 Q4	$221K	Buy	+2,407	New	+$230K	﹤0.01%	760
2025 Q3	–	Sell	-2,239	Closed	-$235K	–	826
2025 Q2	$235K	Buy	+2,239	New	+$212K	﹤0.01%	759
2024 Q4	–	Sell	-60,076	Closed	-$4.92M	–	852
2024 Q3	$4.92M	Sell	60,076 -85,950	-59%	-$6.63M	0.04%	333
2024 Q2	$12.6M	Sell	146,026 -39,819	-21%	-$3.22M	0.11%	171
2024 Q1	$15.2M	Sell	185,845 -1,132	-0.6%	-$88.4K	0.13%	159
2023 Q4	$12.4M	Buy	186,977 +113,047	+153%	+$7.84M	0.12%	181
2023 Q3	$5.4M	Buy	+73,930	New	+$4.99M	0.05%	298

Other funds holding HQY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return