INTECH Investment Management’s HealthEquity HQY Stock Holding History

INTECH Investment Management’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	$2.29M	Sell	25,356 -24,556	-49%	-$2.08M	0.02%	666
2026 Q1	$4.17M	Buy	49,912 +3,032	+6%	+$249K	0.04%	379
2025 Q4	$4.29M	Buy	46,880 +782	+2%	+$74.9K	0.04%	429
2025 Q3	$4.37M	Sell	46,098 -5,271	-10%	-$496K	0.04%	427
2025 Q2	$5.38M	Sell	51,369 -5,406	-10%	-$512K	0.05%	328
2025 Q1	$5.02M	Buy	56,775 +24,125	+74%	+$2.47M	0.05%	326
2024 Q4	$3.13M	Buy	32,650 +11,586	+55%	+$1.08M	0.03%	479
2024 Q3	$1.72M	Buy	21,064 +7,859	+60%	+$606K	0.02%	539
2024 Q2	$1.14M	Buy	+13,205	New	+$1.07M	0.01%	596

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

INTECH Investment Management's HQY Position: Q2 2026 in Review

INTECH Investment Management reduced its HealthEquity (HQY) stake by 49% in Q2 2026, selling an estimated $2.08M and leaving 25,356 shares worth $2.29M. The position accounts for 0.02% of the portfolio, ranked #666.

INTECH Investment Management first reported a position in HQY in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.38M in Q2 2025. 501 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

INTECH Investment Management held 25,356 shares of HealthEquity worth $2.29M as of Q2 2026.
INTECH Investment Management sold 24,556 HealthEquity shares in Q2 2026, an estimated $2.08M.
HealthEquity made up 0.02% of INTECH Investment Management's portfolio in Q2 2026, its #666 holding.
INTECH Investment Management first reported a position in HealthEquity in Q2 2024 and has held it in 9 quarters since.
INTECH Investment Management's HealthEquity position peaked at $5.38M in Q2 2025.
501 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.