GLA
HQY icon

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
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Great Lakes Advisors's HQY Position: Q1 2026 in Review

Great Lakes Advisors sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 2,407 shares — an estimated $221K sold.

Great Lakes Advisors first reported a position in HQY in Q3 2023 and held it in 7 quarters. The position peaked at $15.2M in Q1 2024. 487 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Great Lakes Advisors reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Great Lakes Advisors sold 2,407 HealthEquity shares in Q1 2026, an estimated $221K.
  • Great Lakes Advisors first reported a position in HealthEquity in Q3 2023 and held it in 7 quarters.
  • Great Lakes Advisors's HealthEquity position peaked at $15.2M in Q1 2024.
  • 487 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Great Lakes Advisors's 13F filing for Q1 2026, filed 12 May 2026.