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International Assets Investment Management’s HealthEquity HQY Stock Holding History

International Assets 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 		$150K Buy
1,628
+1,075
+194% +$91.1K 0.01% 956
2026
Q1 		$46.1K Buy
553
+550
+18,333% +$45.1K ﹤0.01% 1248
2025
Q4 		$275 Buy
+3
New +$287 ﹤0.01% 2145
2024
Q3 		– Sell
-408
Closed -$35.2K – 2129
2024
Q2 		$35.2K Buy
+408
New +$33K ﹤0.01% 1297

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
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
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

International Assets Investment Management's HQY Position: Q2 2026 in Review

International Assets Investment Management increased its HealthEquity (HQY) stake by 194% in Q2 2026, buying an estimated $91.1K and bringing the position to 1,628 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #956.

International Assets Investment Management first reported a position in HQY in Q2 2024 and has held it in 4 quarters since. 321 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • International Assets Investment Management held 1,628 shares of HealthEquity worth $150K as of Q2 2026.
  • International Assets Investment Management bought 1,075 HealthEquity shares in Q2 2026, an estimated $91.1K.
  • HealthEquity made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #956 holding.
  • International Assets Investment Management first reported a position in HealthEquity in Q2 2024 and has held it in 4 quarters since.
  • 321 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.