Mackenzie Financial
HQY icon

Mackenzie Financial’s HealthEquity HQY Stock Holding History

Mackenzie Financial’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 		– Sell
-1,281,657
Closed -$107M – 1619
2026
Q1 		$107M Buy
1,281,657
+109,851
+9% +$9.01M 0.13% 147
2025
Q4 		$108M Sell
1,171,806
-95,946
-8% -$9.19M 0.13% 148
2025
Q3 		$120M Buy
1,267,752
+584
+0% +$55K 0.15% 139
2025
Q2 		$133M Sell
1,267,168
-399,410
-24% -$37.9M 0.17% 127
2025
Q1 		$147M Sell
1,666,578
-268,576
-14% -$27.5M 0.21% 116
2024
Q4 		$186M Sell
1,935,154
-422,382
-18% -$39.4M 0.25% 95
2024
Q3 		$193M Sell
2,357,536
-6,985
-0.3% -$539K 0.27% 95
2024
Q2 		$204M Buy
2,364,521
+325,906
+16% +$26.3M 0.3% 87
2024
Q1 		$166M Buy
2,038,615
+231,208
+13% +$18.1M 0.24% 105
2023
Q4 		$120M Buy
1,807,407
+664,979
+58% +$46.1M 0.18% 125
2023
Q3 		$84M Sell
1,142,428
-3,658
-0.3% -$247K 0.14% 142
2023
Q2 		$71.5M Sell
1,146,086
-7,781
-0.7% -$451K 0.11% 163
2023
Q1 		$67.7M Sell
1,153,867
-120,166
-9% -$7.3M 0.1% 177
2022
Q4 		$78.5M Sell
1,274,033
-617,718
-33% -$41.5M 0.13% 159
2022
Q3 		$127M Sell
1,891,751
-162,061
-8% -$10.3M 0.22% 115
2022
Q2 		$126M Sell
2,053,812
-7,161
-0.3% -$459K 0.2% 123
2022
Q1 		$139M Sell
2,060,973
-206,925
-9% -$11.2M 0.19% 128
2021
Q4 		$100M Buy
2,267,898
+422,484
+23% +$24.6M 0.14% 161
2021
Q3 		$120M Buy
1,845,414
+95,456
+5% +$6.63M 0.17% 143
2021
Q2 		$141M Buy
1,749,958
+101,186
+6% +$7.71M 0.2% 127
2021
Q1 		$112M Buy
1,648,772
+636,465
+63% +$50M 0.17% 138
2020
Q4 		$70.6M Buy
+1,012,307
New +$63M 0.15% 154
2016
Q4 		– Sell
-65,227
Closed -$2.47M – 682
2016
Q3 		$2.47M Sell
65,227
-12,173
-16% -$386K 0.02% 316
2016
Q2 		$2.35M Buy
77,400
+21,219
+38% +$557K 0.01% 408
2016
Q1 		$1.39M Buy
56,181
+27,942
+99% +$599K 0.01% 429
2015
Q4 		$708K Buy
+28,239
New +$868K ﹤0.01% 598

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

Mackenzie Financial's HQY Position: Q2 2026 in Review

Mackenzie Financial sold out of HealthEquity (HQY) in Q2 2026, closing a stake of 1,281,657 shares — an estimated $107M sold.

Mackenzie Financial first reported a position in HQY in Q4 2015 and held it in 26 quarters. The position peaked at $204M in Q2 2024. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Mackenzie Financial reported no remaining HealthEquity position as of Q2 2026 after selling out during the quarter.
  • Mackenzie Financial sold 1,281,657 HealthEquity shares in Q2 2026, an estimated $107M.
  • Mackenzie Financial first reported a position in HealthEquity in Q4 2015 and held it in 26 quarters.
  • Mackenzie Financial's HealthEquity position peaked at $204M in Q2 2024.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.