Huntington National Bank’s HealthEquity HQY Stock Holding History

Huntington National Bank’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	$72.5K	Sell	867 -310	-26%	-$25.4K	﹤0.01%	1198
2025 Q4	$108K	Buy	1,177 +564	+92%	+$54K	﹤0.01%	950
2025 Q3	$58.1K	Sell	613 -137	-18%	-$12.9K	﹤0.01%	1199
2025 Q2	$78.6K	Buy	750 +408	+119%	+$38.7K	﹤0.01%	1064
2025 Q1	$30.2K	Sell	342 -425	-55%	-$43.6K	﹤0.01%	1385
2024 Q4	$73.6K	Buy	767 +362	+89%	+$33.7K	﹤0.01%	1053
2024 Q3	$33.1K	Sell	405 -6	-1%	-$463	﹤0.01%	1341
2024 Q2	$35.4K	Buy	411 +3	+0.7%	+$242	﹤0.01%	1264
2024 Q1	$33.3K	Buy	408 +25	+7%	+$1.95K	﹤0.01%	1275
2023 Q4	$25.4K	Sell	383 -3	-0.8%	-$208	﹤0.01%	1344
2023 Q3	$28.2K	Buy	386 +12	+3%	+$811	﹤0.01%	1237
2023 Q2	$23.6K	Buy	374 +50	+15%	+$2.9K	﹤0.01%	1302
2023 Q1	$19K	Sell	324 -85	-21%	-$5.16K	﹤0.01%	1333
2022 Q4	$25.2K	Sell	409 -26	-6%	-$1.75K	﹤0.01%	1207
2022 Q3	$29K	Sell	435 -32	-7%	-$2.02K	﹤0.01%	1147
2022 Q2	$29K	Buy	467 +284	+155%	+$18.2K	﹤0.01%	1192
2022 Q1	$12K	Buy	183 +2	+1%	+$108	﹤0.01%	1519
2021 Q4	$8K	Buy	181 +168	+1,292%	+$9.78K	﹤0.01%	1634
2021 Q3	$0	Buy	+13	New	+$903	﹤0.01%	1937

Other funds holding HQY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

AQR Capital Management

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

William Blair Investment Management

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

Dimensional Fund Advisors

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