Havemeyer Place’s HealthEquity HQY Stock Holding History

Havemeyer Place’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	–	Sell	-6,189	Closed	-$517K	–	589
2026 Q1	$517K	Buy	+6,189	New	+$508K	0.06%	397

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Havemeyer Place's HQY Position: Q2 2026 in Review

Havemeyer Place sold out of HealthEquity (HQY) in Q2 2026, closing a stake of 6,189 shares — an estimated $517K sold.

Havemeyer Place first reported a position in HQY in Q1 2026 and held it in 1 quarter. The position peaked at $517K in Q1 2026. 501 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Havemeyer Place reported no remaining HealthEquity position as of Q2 2026 after selling out during the quarter.
Havemeyer Place sold 6,189 HealthEquity shares in Q2 2026, an estimated $517K.
Havemeyer Place first reported a position in HealthEquity in Q1 2026 and held it in 1 quarter.
Havemeyer Place's HealthEquity position peaked at $517K in Q1 2026.
501 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.