HRT Financial’s HealthEquity HQY Stock Holding History

HRT Financial’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	-12,806	Closed	-$1.17M	–	4192
2025 Q4	$1.17M	Buy	+12,806	New	+$1.23M	﹤0.01%	1628
2021 Q4	–	Sell	-35,445	Closed	-$2.29M	–	3564
2021 Q3	$2.29M	Buy	35,445 +20,570	+138%	+$1.43M	0.01%	644
2021 Q2	$1.2M	Buy	+14,875	New	+$1.13M	0.01%	903
2020 Q1	–	Sell	-7,985	Closed	-$591K	–	1007
2019 Q4	$591K	Buy	+7,985	New	+$498K	0.03%	476
2019 Q2	–	Sell	-23,963	Closed	-$1.77M	–	821
2019 Q1	$1.77M	Buy	+23,963	New	+$1.68M	0.27%	51

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HRT Financial's HQY Position: Q1 2026 in Review

HRT Financial sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 12,806 shares — an estimated $1.17M sold.

HRT Financial first reported a position in HQY in Q1 2019 and held it in 5 quarters. The position peaked at $2.29M in Q3 2021. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

HRT Financial reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
HRT Financial sold 12,806 HealthEquity shares in Q1 2026, an estimated $1.17M.
HRT Financial first reported a position in HealthEquity in Q1 2019 and held it in 5 quarters.
HRT Financial's HealthEquity position peaked at $2.29M in Q3 2021.
485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.