Janney Montgomery Scott
HQY icon

Janney Montgomery Scott’s HealthEquity HQY Stock Holding History

Janney Montgomery Scott’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 		$632K Sell
7,568
-441
-6% -$36.2K ﹤0.01% 1906
2025
Q4 		$734K Buy
8,009
+2,622
+49% +$251K ﹤0.01% 1935
2025
Q3 		$511K Sell
5,387
-31
-0.6% -$2.92K ﹤0.01% 2129
2025
Q2 		$568K Sell
5,418
-858
-14% -$81.3K ﹤0.01% 1934
2025
Q1 		$555K Buy
6,276
+924
+17% +$94.8K ﹤0.01% 1920
2024
Q4 		$514K Buy
5,352
+420
+9% +$39.1K ﹤0.01% 1976
2024
Q3 		$404K Buy
4,932
+629
+15% +$48.5K ﹤0.01% 2109
2024
Q2 		$371K Buy
4,303
+333
+8% +$26.9K ﹤0.01% 2091
2024
Q1 		$324K Buy
3,970
+855
+27% +$66.8K ﹤0.01% 2284
2023
Q4 		$207K Buy
3,115
+140
+5% +$9.71K ﹤0.01% 2448
2023
Q3 		$217K Buy
+2,975
New +$201K ﹤0.01% 2341
2023
Q2 		– Sell
-4,370
Closed -$257K – 2673
2023
Q1 		$257K Buy
+4,370
New +$265K ﹤0.01% 2140
2022
Q1 		– Sell
-4,963
Closed -$220K – 2321
2021
Q4 		$220K Buy
+4,963
New +$289K ﹤0.01% 2179
2021
Q2 		– Sell
-4,573
Closed -$311K – 2266
2021
Q1 		$311K Sell
4,573
-1,110
-20% -$87.2K ﹤0.01% 1835
2020
Q4 		$396K Sell
5,683
-365
-6% -$22.7K ﹤0.01% 1712
2020
Q3 		$311K Sell
6,048
-702
-10% -$38.6K ﹤0.01% 1682
2020
Q2 		$396K Sell
6,750
-8,943
-57% -$495K ﹤0.01% 1481
2020
Q1 		$794K Sell
15,693
-259
-2% -$17.2K 0.01% 1026
2019
Q4 		$1.18M Buy
15,952
+2,336
+17% +$146K 0.01% 1000
2019
Q3 		$778K Buy
13,616
+3,751
+38% +$249K 0.01% 1151
2019
Q2 		$645K Buy
9,865
+1,002
+11% +$69.7K 0.01% 1276
2019
Q1 		$656K Sell
8,863
-412
-4% -$29K 0.01% 1234
2018
Q4 		$553K Sell
9,275
-9,959
-52% -$803K 0.01% 1239
2018
Q3 		$1.82M Sell
19,234
-1,542
-7% -$133K 0.02% 736
2018
Q2 		$1.56M Buy
20,776
+8,814
+74% +$633K 0.02% 774
2018
Q1 		$724K Buy
11,962
+470
+4% +$25.4K 0.01% 1118
2017
Q4 		$536K Buy
11,492
+811
+8% +$40.2K 0.01% 1269
2017
Q3 		$540K Buy
10,681
+345
+3% +$16.1K 0.01% 1218
2017
Q2 		$515K Sell
10,336
-614
-6% -$28.7K 0.01% 1165
2017
Q1 		$465K Buy
10,950
+1,650
+18% +$73K 0.01% 1194
2016
Q4 		$377K Buy
9,300
+4,000
+75% +$155K 0.01% 1199
2016
Q3 		$201K Buy
+5,300
New +$168K ﹤0.01% 1398
2016
Q2 		– Sell
-23,064
Closed -$569K – 912
2016
Q1 		$569K Buy
23,064
+3,191
+16% +$68.4K 0.01% 719
2015
Q4 		$498K Buy
+19,873
New +$611K 0.01% 810

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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

Janney Montgomery Scott's HQY Position: Q1 2026 in Review

Janney Montgomery Scott reduced its HealthEquity (HQY) stake by 5.5% in Q1 2026, selling an estimated $36.2K and leaving 7,568 shares worth $632K. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

Janney Montgomery Scott first reported a position in HQY in Q4 2015 and has held it in 34 quarters since. The position peaked at $1.82M in Q3 2018. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Janney Montgomery Scott held 7,568 shares of HealthEquity worth $632K as of Q1 2026.
  • Janney Montgomery Scott sold 441 HealthEquity shares in Q1 2026, an estimated $36.2K.
  • HealthEquity made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1906 holding.
  • Janney Montgomery Scott first reported a position in HealthEquity in Q4 2015 and has held it in 34 quarters since.
  • Janney Montgomery Scott's HealthEquity position peaked at $1.82M in Q3 2018.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.