Luther King Capital Management (LKCM)’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 | $7.29M | Sell |
80,674
-11,137
| -12% | -$944K | 0.03% | 219 |
|
|
2026
Q1 | $7.67M | Sell |
91,811
-3,953
| -4% | -$324K | 0.03% | 198 |
|
|
2025
Q4 | $8.77M | Buy |
95,764
+15,180
| +19% | +$1.45M | 0.04% | 186 |
|
|
2025
Q3 | $7.64M | Buy |
80,584
+30,394
| +61% | +$2.86M | 0.03% | 193 |
|
|
2025
Q2 | $5.26M | Hold |
50,190
| – | – | 0.02% | 241 |
|
|
2025
Q1 | $4.44M | Hold |
50,190
| – | – | 0.02% | 239 |
|
|
2024
Q4 | $4.82M | Buy |
50,190
+4,343
| +9% | +$405K | 0.02% | 241 |
|
|
2024
Q3 | $3.75M | Buy |
45,847
+552
| +1% | +$42.6K | 0.02% | 262 |
|
|
2024
Q2 | $3.9M | Buy |
45,295
+2,508
| +6% | +$203K | 0.02% | 244 |
|
|
2024
Q1 | $3.49M | Hold |
42,787
| – | – | 0.02% | 258 |
|
|
2023
Q4 | $2.84M | Hold |
42,787
| – | – | 0.01% | 282 |
|
|
2023
Q3 | $3.13M | Buy |
42,787
+1,561
| +4% | +$105K | 0.02% | 259 |
|
|
2023
Q2 | $2.6M | Buy |
41,226
+887
| +2% | +$51.4K | 0.01% | 295 |
|
|
2023
Q1 | $2.37M | Sell |
40,339
-14,063
| -26% | -$854K | 0.01% | 290 |
|
|
2022
Q4 | $3.35M | Sell |
54,402
-17,668
| -25% | -$1.19M | 0.02% | 233 |
|
|
2022
Q3 | $4.84M | Buy |
72,070
+770
| +1% | +$48.7K | 0.03% | 183 |
|
|
2022
Q2 | $4.38M | Buy |
71,300
+15,990
| +29% | +$1.02M | 0.02% | 196 |
|
|
2022
Q1 | $3.73M | Buy |
55,310
+24,760
| +81% | +$1.34M | 0.02% | 235 |
|
|
2021
Q4 | $1.35M | Hold |
30,550
| – | – | 0.01% | 370 |
|
|
2021
Q3 | $1.98M | Hold |
30,550
| – | – | 0.01% | 307 |
|
|
2021
Q2 | $2.46M | Hold |
30,550
| – | – | 0.01% | 296 |
|
|
2021
Q1 | $2.08M | Sell |
30,550
-900
| -3% | -$70.7K | 0.01% | 294 |
|
|
2020
Q4 | $2.19M | Sell |
31,450
-3,860
| -11% | -$240K | 0.01% | 276 |
|
|
2020
Q3 | $1.81M | Sell |
35,310
-18,460
| -34% | -$1.01M | 0.01% | 270 |
|
|
2020
Q2 | $3.15M | Buy |
53,770
+5,060
| +10% | +$280K | 0.02% | 201 |
|
|
2020
Q1 | $2.46M | Buy |
48,710
+155
| +0.3% | +$10.3K | 0.02% | 202 |
|
|
2019
Q4 | $3.6M | Sell |
48,555
-85
| -0.2% | -$5.3K | 0.02% | 208 |
|
|
2019
Q3 | $2.78M | Sell |
48,640
-45
| -0.1% | -$2.99K | 0.02% | 234 |
|
|
2019
Q2 | $3.18M | Sell |
48,685
-17,655
| -27% | -$1.23M | 0.02% | 216 |
|
|
2019
Q1 | $4.91M | Sell |
66,340
-4,185
| -6% | -$294K | 0.04% | 180 |
|
|
2018
Q4 | $4.21M | Sell |
70,525
-1,640
| -2% | -$132K | 0.04% | 184 |
|
|
2018
Q3 | $6.81M | Sell |
72,165
-3,045
| -4% | -$262K | 0.05% | 168 |
|
|
2018
Q2 | $5.65M | Sell |
75,210
-4,255
| -5% | -$306K | 0.05% | 177 |
|
|
2018
Q1 | $4.81M | Sell |
79,465
-7,495
| -9% | -$406K | 0.04% | 185 |
|
|
2017
Q4 | $4.06M | Sell |
86,960
-11,110
| -11% | -$550K | 0.03% | 215 |
|
|
2017
Q3 | $4.96M | Sell |
98,070
-11,205
| -10% | -$522K | 0.04% | 187 |
|
|
2017
Q2 | $5.45M | Sell |
109,275
-8,630
| -7% | -$404K | 0.05% | 178 |
|
|
2017
Q1 | $5M | Sell |
117,905
-46,055
| -28% | -$2.04M | 0.05% | 204 |
|
|
2016
Q4 | $6.64M | Sell |
163,960
-119,710
| -42% | -$4.63M | 0.06% | 191 |
|
|
2016
Q3 | $10.7M | Sell |
283,670
-92,460
| -25% | -$2.93M | 0.1% | 154 |
|
|
2016
Q2 | $11.4M | Buy |
376,130
+65,510
| +21% | +$1.72M | 0.11% | 160 |
|
|
2016
Q1 | $7.66M | Buy |
+310,620
| New | +$6.66M | 0.08% | 203 |
|
Other funds holding HQY
WA
Luther King Capital Management (LKCM)'s HQY Position: Q2 2026 in Review
Luther King Capital Management (LKCM) reduced its HealthEquity (HQY) stake by 12% in Q2 2026, selling an estimated $944K and leaving 80,674 shares worth $7.29M. The position accounts for 0.03% of the portfolio, ranked #219.
Luther King Capital Management (LKCM) first reported a position in HQY in Q1 2016 and has held it in 42 quarters since. The position peaked at $11.4M in Q2 2016. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.
- Luther King Capital Management (LKCM) held 80,674 shares of HealthEquity worth $7.29M as of Q2 2026.
- Luther King Capital Management (LKCM) sold 11,137 HealthEquity shares in Q2 2026, an estimated $944K.
- HealthEquity made up 0.03% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #219 holding.
- Luther King Capital Management (LKCM) first reported a position in HealthEquity in Q1 2016 and has held it in 42 quarters since.
- Luther King Capital Management (LKCM)'s HealthEquity position peaked at $11.4M in Q2 2016.
- 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.
Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.