HW
HQY icon

Hancock Whitney’s HealthEquity HQY Stock Holding History

Hancock Whitney’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 		$1.26M Sell
13,984
-52
-0.4% -$4.41K 0.02% 402
2026
Q1 		$1.15M Buy
14,036
+76
+0.5% +$6.24K 0.02% 416
2025
Q4 		$1.28M Buy
13,960
+117
+0.8% +$11.2K 0.02% 363
2025
Q3 		$1.31M Sell
13,843
-280
-2% -$26.4K 0.02% 364
2025
Q2 		$1.48M Sell
14,123
-138
-1% -$13.1K 0.03% 344
2025
Q1 		$1.26M Buy
14,261
+935
+7% +$95.9K 0.04% 275
2024
Q4 		$1.28M Buy
13,326
+133
+1% +$12.4K 0.04% 279
2024
Q3 		$1.08M Buy
13,193
+102
+0.8% +$7.87K 0.03% 302
2024
Q2 		$1.13M Sell
13,091
-51
-0.4% -$4.12K 0.04% 280
2024
Q1 		$1.07M Buy
+13,142
New +$1.03M 0.04% 301
2020
Q3 		– Sell
-29,657
Closed -$1.74M – 804
2020
Q2 		$1.74M Buy
29,657
+1,893
+7% +$105K 0.07% 260
2020
Q1 		$1.41M Buy
+27,764
New +$1.84M 0.06% 306
2017
Q1 		– Sell
-13,200
Closed -$535K – 572
2016
Q4 		$535K Hold
13,200
– – 0.02% 440
2016
Q3 		$500K Buy
+13,200
New +$418K 0.02% 438

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

Hancock Whitney's HQY Position: Q2 2026 in Review

Hancock Whitney reduced its HealthEquity (HQY) stake by 0.37% in Q2 2026, selling an estimated $4.41K and leaving 13,984 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #402.

Hancock Whitney first reported a position in HQY in Q3 2016 and has held it in 14 quarters since. The position peaked at $1.74M in Q2 2020. 496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Hancock Whitney held 13,984 shares of HealthEquity worth $1.26M as of Q2 2026.
  • Hancock Whitney sold 52 HealthEquity shares in Q2 2026, an estimated $4.41K.
  • HealthEquity made up 0.02% of Hancock Whitney's portfolio in Q2 2026, its #402 holding.
  • Hancock Whitney first reported a position in HealthEquity in Q3 2016 and has held it in 14 quarters since.
  • Hancock Whitney's HealthEquity position peaked at $1.74M in Q2 2020.
  • 496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Hancock Whitney's 13F filing for Q2 2026, filed 14 Aug 2026.