Invesco’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17.9M | Sell |
198,095
-254,648
| -56% | -$21.6M | ﹤0.01% | 1574 |
|
|
2026
Q1 | $37.8M | Sell |
452,743
-419,059
| -48% | -$34.4M | ﹤0.01% | 1184 |
|
|
2025
Q4 | $79.9M | Sell |
871,802
-1,257,352
| -59% | -$120M | 0.01% | 913 |
|
|
2025
Q3 | $202M | Sell |
2,129,154
-236,706
| -10% | -$22.3M | 0.03% | 662 |
|
|
2025
Q2 | $248M | Sell |
2,365,860
-80,338
| -3% | -$7.62M | 0.04% | 544 |
|
|
2025
Q1 | $216M | Buy |
2,446,198
+821,425
| +51% | +$84.2M | 0.04% | 583 |
|
|
2024
Q4 | $156M | Buy |
1,624,773
+12,425
| +0.8% | +$1.16M | 0.03% | 696 |
|
|
2024
Q3 | $132M | Buy |
1,612,348
+55,766
| +4% | +$4.3M | 0.03% | 727 |
|
|
2024
Q2 | $134M | Buy |
1,556,582
+111,680
| +8% | +$9.02M | 0.03% | 691 |
|
|
2024
Q1 | $118M | Buy |
1,444,902
+829,753
| +135% | +$64.8M | 0.03% | 742 |
|
|
2023
Q4 | $40.8M | Buy |
615,149
+131,106
| +27% | +$9.09M | 0.01% | 1097 |
|
|
2023
Q3 | $35.4M | Buy |
484,043
+301,078
| +165% | +$20.3M | 0.01% | 1097 |
|
|
2023
Q2 | $11.6M | Sell |
182,965
-4,850
| -3% | -$281K | ﹤0.01% | 1711 |
|
|
2023
Q1 | $11M | Sell |
187,815
-725,242
| -79% | -$44M | ﹤0.01% | 1723 |
|
|
2022
Q4 | $56.3M | Buy |
913,057
+73,205
| +9% | +$4.92M | 0.02% | 894 |
|
|
2022
Q3 | $56.4M | Buy |
839,852
+300,231
| +56% | +$19M | 0.02% | 862 |
|
|
2022
Q2 | $33.1M | Buy |
539,621
+404,090
| +298% | +$25.9M | 0.01% | 1092 |
|
|
2022
Q1 | $9.14M | Buy |
135,531
+7,237
| +6% | +$391K | ﹤0.01% | 2011 |
|
|
2021
Q4 | $5.68M | Sell |
128,294
-64,498
| -33% | -$3.76M | ﹤0.01% | 2333 |
|
|
2021
Q3 | $12.5M | Sell |
192,792
-115,841
| -38% | -$8.04M | ﹤0.01% | 1868 |
|
|
2021
Q2 | $24.8M | Buy |
308,633
+20,352
| +7% | +$1.55M | 0.01% | 1467 |
|
|
2021
Q1 | $19.6M | Buy |
288,281
+21,830
| +8% | +$1.72M | 0.01% | 1556 |
|
|
2020
Q4 | $18.6M | Buy |
266,451
+71,353
| +37% | +$4.44M | 0.01% | 1469 |
|
|
2020
Q3 | $10M | Buy |
195,098
+7,734
| +4% | +$425K | ﹤0.01% | 1650 |
|
|
2020
Q2 | $11M | Sell |
187,364
-502,342
| -73% | -$27.8M | ﹤0.01% | 1590 |
|
|
2020
Q1 | $34.9M | Sell |
689,706
-831,126
| -55% | -$55.2M | 0.01% | 961 |
|
|
2019
Q4 | $113M | Sell |
1,520,832
-556,150
| -27% | -$34.7M | 0.04% | 607 |
|
|
2019
Q3 | $119M | Sell |
2,076,982
-63,869
| -3% | -$4.24M | 0.03% | 598 |
|
|
2019
Q2 | $140M | Buy |
2,140,851
+258,769
| +14% | +$18M | 0.04% | 555 |
|
|
2019
Q1 | $139M | Sell |
1,882,082
-62,625
| -3% | -$4.4M | 0.05% | 434 |
|
|
2018
Q4 | $116M | Sell |
1,944,707
-101,481
| -5% | -$8.18M | 0.04% | 453 |
|
|
2018
Q3 | $193M | Sell |
2,046,188
-522,693
| -20% | -$45M | 0.06% | 347 |
|
|
2018
Q2 | $193M | Buy |
2,568,881
+108,965
| +4% | +$7.83M | 0.06% | 331 |
|
|
2018
Q1 | $149M | Buy |
2,459,916
+32,527
| +1% | +$1.76M | 0.06% | 349 |
|
|
2017
Q4 | $113M | Sell |
2,427,389
-292,991
| -11% | -$14.5M | 0.04% | 455 |
|
|
2017
Q3 | $138M | Buy |
2,720,380
+348,624
| +15% | +$16.2M | 0.05% | 389 |
|
|
2017
Q2 | $118M | Sell |
2,371,756
-18,140
| -0.8% | -$848K | 0.04% | 445 |
|
|
2017
Q1 | $101M | Buy |
2,389,896
+48,279
| +2% | +$2.14M | 0.03% | 502 |
|
|
2016
Q4 | $94.9M | Buy |
2,341,617
+223,770
| +11% | +$8.65M | 0.03% | 533 |
|
|
2016
Q3 | $80.2M | Buy |
2,117,847
+61,291
| +3% | +$1.94M | 0.03% | 581 |
|
|
2016
Q2 | $62.5M | Buy |
2,056,556
+554,306
| +37% | +$14.6M | 0.02% | 657 |
|
|
2016
Q1 | $37.1M | Buy |
1,502,250
+3,472
| +0.2% | +$74.4K | 0.02% | 866 |
|
|
2015
Q4 | $37.6M | Buy |
1,498,778
+149,081
| +11% | +$4.58M | 0.02% | 880 |
|
|
2015
Q3 | $39.9M | Buy |
1,349,697
+1,258,401
| +1,378% | +$39.5M | 0.02% | 843 |
|
|
2015
Q2 | $2.93M | Buy |
+91,296
| New | +$2.45M | ﹤0.01% | 2379 |
|
Other funds holding HQY
WA
Invesco's HQY Position: Q2 2026 in Review
Invesco reduced its HealthEquity (HQY) stake by 56% in Q2 2026, selling an estimated $21.6M and leaving 198,095 shares worth $17.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1574.
Invesco first reported a position in HQY in Q2 2015 and has held it in 45 quarters since. The position peaked at $248M in Q2 2025. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.
- Invesco held 198,095 shares of HealthEquity worth $17.9M as of Q2 2026.
- Invesco sold 254,648 HealthEquity shares in Q2 2026, an estimated $21.6M.
- HealthEquity made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #1574 holding.
- Invesco first reported a position in HealthEquity in Q2 2015 and has held it in 45 quarters since.
- Invesco's HealthEquity position peaked at $248M in Q2 2025.
- 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.
Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.