HA
HQY icon

Homestead Advisers’s HealthEquity HQY Stock Holding History

Homestead Advisers’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 		$3.63M Hold
40,200
– – 0.09% 77
2026
Q1 		$3.36M Buy
40,200
+7,400
+23% +$607K 0.09% 80
2025
Q4 		$3M Hold
32,800
– – 0.08% 85
2025
Q3 		$3.11M Buy
32,800
+5,900
+22% +$555K 0.07% 81
2025
Q2 		$2.82M Buy
+26,900
New +$2.55M 0.07% 86

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

Homestead Advisers's HQY Position: Q2 2026 in Review

Homestead Advisers held its HealthEquity (HQY) position steady in Q2 2026 at 40,200 shares worth $3.63M. The position accounts for 0.09% of the portfolio, ranked #77.

Homestead Advisers first reported a position in HQY in Q2 2025 and has held it in 5 quarters since. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Homestead Advisers held 40,200 shares of HealthEquity worth $3.63M as of Q2 2026.
  • Homestead Advisers left its HealthEquity share count unchanged in Q2 2026.
  • HealthEquity made up 0.09% of Homestead Advisers's portfolio in Q2 2026, its #77 holding.
  • Homestead Advisers first reported a position in HealthEquity in Q2 2025 and has held it in 5 quarters since.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Homestead Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.