Legal & General Group
HQY icon

Legal & General Group’s HealthEquity HQY Stock Holding History

Legal & General Group’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 		$10.7M Buy
118,522
+863
+0.7% +$73.2K ﹤0.01% 1134
2026
Q1 		$9.83M Sell
117,659
-17,697
-13% -$1.45M ﹤0.01% 1129
2025
Q4 		$12.4M Sell
135,356
-22,310
-14% -$2.14M ﹤0.01% 1054
2025
Q3 		$14.9M Sell
157,666
-5,582
-3% -$525K ﹤0.01% 993
2025
Q2 		$17.1M Buy
163,248
+13,924
+9% +$1.32M ﹤0.01% 920
2025
Q1 		$13.2M Sell
149,324
-565
-0.4% -$57.9K ﹤0.01% 995
2024
Q4 		$14.4M Buy
149,889
+9,736
+7% +$907K ﹤0.01% 969
2024
Q3 		$11.5M Sell
140,153
-2,220
-2% -$171K ﹤0.01% 1108
2024
Q2 		$12.3M Buy
142,373
+8,005
+6% +$647K ﹤0.01% 1025
2024
Q1 		$11M Buy
134,368
+1,877
+1% +$147K ﹤0.01% 1095
2023
Q4 		$8.78M Buy
132,491
+1,590
+1% +$110K ﹤0.01% 1205
2023
Q3 		$9.56M Sell
130,901
-792
-0.6% -$53.5K ﹤0.01% 1099
2023
Q2 		$8.32M Buy
131,693
+1,843
+1% +$107K ﹤0.01% 1185
2023
Q1 		$7.62M Buy
129,850
+4,856
+4% +$295K ﹤0.01% 1188
2022
Q4 		$7.7M Buy
124,994
+1,384
+1% +$93K ﹤0.01% 1182
2022
Q3 		$8.3M Sell
123,610
-2,665
-2% -$169K ﹤0.01% 1120
2022
Q2 		$7.75M Buy
126,275
+844
+0.7% +$54.1K ﹤0.01% 1206
2022
Q1 		$8.46M Sell
125,431
-328
-0.3% -$17.7K ﹤0.01% 1244
2021
Q4 		$5.56M Buy
125,759
+4,752
+4% +$277K ﹤0.01% 1514
2021
Q3 		$7.84M Buy
121,007
+14,879
+14% +$1.03M ﹤0.01% 1304
2021
Q2 		$8.54M Sell
106,128
-19,705
-16% -$1.5M ﹤0.01% 1257
2021
Q1 		$8.56M Buy
125,833
+12,408
+11% +$975K ﹤0.01% 1288
2020
Q4 		$7.91M Sell
113,425
-712
-0.6% -$44.3K ﹤0.01% 1235
2020
Q3 		$5.86M Buy
114,137
+13,741
+14% +$755K ﹤0.01% 1259
2020
Q2 		$5.89M Buy
100,396
+6,394
+7% +$354K ﹤0.01% 1235
2020
Q1 		$4.76M Sell
94,002
-464
-0.5% -$30.8K ﹤0.01% 1179
2019
Q4 		$7M Buy
94,466
+11,112
+13% +$693K ﹤0.01% 1203
2019
Q3 		$4.76M Buy
83,354
+17,958
+27% +$1.19M ﹤0.01% 1321
2019
Q2 		$4.28M Buy
65,396
+3,650
+6% +$254K ﹤0.01% 1352
2019
Q1 		$4.57M Buy
61,746
+5,814
+10% +$409K ﹤0.01% 1238
2018
Q4 		$3.34M Buy
55,932
+3,375
+6% +$272K ﹤0.01% 1307
2018
Q3 		$4.96M Sell
52,557
-62,085
-54% -$5.35M ﹤0.01% 1180
2018
Q2 		$8.68M Buy
114,642
+8,186
+8% +$588K 0.01% 891
2018
Q1 		$6.44M Buy
106,456
+2,406
+2% +$130K ﹤0.01% 983
2017
Q4 		$4.86M Buy
104,050
+3,159
+3% +$156K ﹤0.01% 1110
2017
Q3 		$5.1M Buy
100,891
+13,350
+15% +$621K ﹤0.01% 1018
2017
Q2 		$4.36M Buy
87,541
+9,858
+13% +$461K ﹤0.01% 1064
2017
Q1 		$3.29M Sell
77,683
-648
-0.8% -$28.7K ﹤0.01% 1177
2016
Q4 		$3.18M Buy
78,331
+39,259
+100% +$1.52M ﹤0.01% 1105
2016
Q3 		$1.47M Buy
39,072
+29,370
+303% +$930K ﹤0.01% 1228
2016
Q2 		$291K Buy
9,702
+1,960
+25% +$51.5K ﹤0.01% 1622
2016
Q1 		$190K Sell
7,742
-279
-3% -$5.98K ﹤0.01% 1757
2015
Q4 		$202K Buy
8,021
+1,771
+28% +$54.4K ﹤0.01% 1740
2015
Q3 		$183K Buy
6,250
+1,335
+27% +$42K ﹤0.01% 1749
2015
Q2 		$157K Buy
+4,915
New +$132K ﹤0.01% 1851

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Legal & General Group's HQY Position: Q2 2026 in Review

Legal & General Group increased its HealthEquity (HQY) stake by 0.73% in Q2 2026, buying an estimated $73.2K and bringing the position to 118,522 shares worth $10.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

Legal & General Group first reported a position in HQY in Q2 2015 and has held it in 45 quarters since. The position peaked at $17.1M in Q2 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Legal & General Group held 118,522 shares of HealthEquity worth $10.7M as of Q2 2026.
  • Legal & General Group bought 863 HealthEquity shares in Q2 2026, an estimated $73.2K.
  • HealthEquity made up ﹤0.01% of Legal & General Group's portfolio in Q2 2026, its #1134 holding.
  • Legal & General Group first reported a position in HealthEquity in Q2 2015 and has held it in 45 quarters since.
  • Legal & General Group's HealthEquity position peaked at $17.1M in Q2 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Legal & General Group's 13F filing for Q2 2026, filed 14 Aug 2026.