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MAI Capital Management’s HealthEquity HQY Stock Holding History

MAI Capital Management’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 		$445K Buy
4,932
+3,663
+289% +$311K ﹤0.01% 1361
2026
Q1 		$106K Buy
1,269
+1,042
+459% +$85.5K ﹤0.01% 1803
2025
Q4 		$20.8K Sell
227
-100
-31% -$9.57K ﹤0.01% 2493
2025
Q3 		$31K Sell
327
-41
-11% -$3.86K ﹤0.01% 2189
2025
Q2 		$38.6K Buy
368
+15
+4% +$1.42K ﹤0.01% 2005
2025
Q1 		$31.2K Buy
353
+3
+0.9% +$308 ﹤0.01% 1982
2024
Q4 		$33.6K Buy
+350
New +$32.6K ﹤0.01% 1968

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

MAI Capital Management's HQY Position: Q2 2026 in Review

MAI Capital Management increased its HealthEquity (HQY) stake by 289% in Q2 2026, buying an estimated $311K and bringing the position to 4,932 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

MAI Capital Management first reported a position in HQY in Q4 2024 and has held it in 7 quarters since. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • MAI Capital Management held 4,932 shares of HealthEquity worth $445K as of Q2 2026.
  • MAI Capital Management bought 3,663 HealthEquity shares in Q2 2026, an estimated $311K.
  • HealthEquity made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1361 holding.
  • MAI Capital Management first reported a position in HealthEquity in Q4 2024 and has held it in 7 quarters since.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.