Guggenheim Capital’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $987K | Sell |
10,927
-4,847
| -31% | -$411K | 0.01% | 1027 |
|
|
2026
Q1 | $1.32M | Buy |
15,774
+3,081
| +24% | +$253K | 0.01% | 873 |
|
|
2025
Q4 | $1.16M | Sell |
12,693
-753
| -6% | -$72.1K | 0.01% | 870 |
|
|
2025
Q3 | $1.27M | Buy |
13,446
+49
| +0.4% | +$4.61K | 0.01% | 838 |
|
|
2025
Q2 | $1.4M | Sell |
13,397
-653
| -5% | -$61.9K | 0.01% | 779 |
|
|
2025
Q1 | $1.24M | Sell |
14,050
-297
| -2% | -$30.5K | 0.01% | 804 |
|
|
2024
Q4 | $1.38M | Buy |
14,347
+3,065
| +27% | +$286K | 0.01% | 781 |
|
|
2024
Q3 | $923K | Buy |
11,282
+3,120
| +38% | +$241K | 0.01% | 1145 |
|
|
2024
Q2 | $704K | Sell |
8,162
-326
| -4% | -$26.3K | 0.01% | 1288 |
|
|
2024
Q1 | $693K | Buy |
8,488
+2,755
| +48% | +$215K | ﹤0.01% | 1337 |
|
|
2023
Q4 | $380K | Sell |
5,733
-4,109
| -42% | -$285K | ﹤0.01% | 1566 |
|
|
2023
Q3 | $719K | Buy |
9,842
+255
| +3% | +$17.2K | 0.01% | 1252 |
|
|
2023
Q2 | $605K | Sell |
9,587
-680
| -7% | -$39.4K | ﹤0.01% | 1381 |
|
|
2023
Q1 | $603K | Buy |
10,267
+3,749
| +58% | +$228K | 0.01% | 1409 |
|
|
2022
Q4 | $402K | Buy |
+6,518
| New | +$438K | ﹤0.01% | 1577 |
|
|
2021
Q4 | – | Sell |
-12,717
| Closed | -$824K | – | 2160 |
|
|
2021
Q3 | $824K | Sell |
12,717
-965
| -7% | -$67K | ﹤0.01% | 1519 |
|
|
2021
Q2 | $1.1M | Sell |
13,682
-3,966
| -22% | -$302K | 0.01% | 1439 |
|
|
2021
Q1 | $1.2M | Sell |
17,648
-1,073
| -6% | -$84.3K | 0.01% | 1303 |
|
|
2020
Q4 | $1.3M | Buy |
18,721
+14,406
| +334% | +$896K | 0.01% | 1190 |
|
|
2020
Q3 | $222K | Sell |
4,315
-9,135
| -68% | -$502K | ﹤0.01% | 1747 |
|
|
2020
Q2 | $789K | Sell |
13,450
-1,317
| -9% | -$72.8K | 0.01% | 1299 |
|
|
2020
Q1 | $747K | Sell |
14,767
-4,035
| -21% | -$268K | 0.01% | 1217 |
|
|
2019
Q4 | $1.39M | Sell |
18,802
-445
| -2% | -$27.8K | 0.01% | 1196 |
|
|
2019
Q3 | $1.1M | Sell |
19,247
-1,032
| -5% | -$68.5K | 0.01% | 1286 |
|
|
2019
Q2 | $1.33M | Buy |
20,279
+2,163
| +12% | +$151K | 0.01% | 1219 |
|
|
2019
Q1 | $1.34M | Buy |
18,116
+885
| +5% | +$62.2K | 0.01% | 1246 |
|
|
2018
Q4 | $1.03M | Buy |
17,231
+3,355
| +24% | +$270K | 0.01% | 1376 |
|
|
2018
Q3 | $1.31M | Buy |
13,876
+8,089
| +140% | +$697K | 0.01% | 1477 |
|
|
2018
Q2 | $435K | Sell |
5,787
-1,791
| -24% | -$129K | ﹤0.01% | 2027 |
|
|
2018
Q1 | $459K | Sell |
7,578
-384
| -5% | -$20.8K | ﹤0.01% | 2408 |
|
|
2017
Q4 | $372K | Sell |
7,962
-2,170
| -21% | -$107K | ﹤0.01% | 2435 |
|
|
2017
Q3 | $512K | Buy |
10,132
+1,384
| +16% | +$64.4K | ﹤0.01% | 2379 |
|
|
2017
Q2 | $434K | Buy |
8,748
+1,025
| +13% | +$47.9K | ﹤0.01% | 2446 |
|
|
2017
Q1 | $329K | Buy |
7,723
+698
| +10% | +$30.9K | ﹤0.01% | 2531 |
|
|
2016
Q4 | $285K | Buy |
+7,025
| New | +$272K | ﹤0.01% | 2601 |
|
Other funds holding HQY
WA
Guggenheim Capital's HQY Position: Q2 2026 in Review
Guggenheim Capital reduced its HealthEquity (HQY) stake by 31% in Q2 2026, selling an estimated $411K and leaving 10,927 shares worth $987K. The position accounts for 0.01% of the portfolio, ranked #1027.
Guggenheim Capital first reported a position in HQY in Q4 2016 and has held it in 35 quarters since. The position peaked at $1.4M in Q2 2025. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.
- Guggenheim Capital held 10,927 shares of HealthEquity worth $987K as of Q2 2026.
- Guggenheim Capital sold 4,847 HealthEquity shares in Q2 2026, an estimated $411K.
- HealthEquity made up 0.01% of Guggenheim Capital's portfolio in Q2 2026, its #1027 holding.
- Guggenheim Capital first reported a position in HealthEquity in Q4 2016 and has held it in 35 quarters since.
- Guggenheim Capital's HealthEquity position peaked at $1.4M in Q2 2025.
- 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.
Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.