Manchester Capital Management’s HealthEquity HQY Stock Holding History

Manchester 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	$2.08K	Hold	23	–	–	﹤0.01%	1036
2026 Q1	$1.92K	Hold	23	–	–	﹤0.01%	1028
2025 Q4	$2.11K	Hold	23	–	–	﹤0.01%	1014
2025 Q3	$2.18K	Hold	23	–	–	﹤0.01%	1068
2025 Q2	$2.41K	Sell	23 -26	-53%	-$2.46K	﹤0.01%	984
2025 Q1	$4.33K	Hold	49	–	–	﹤0.01%	920
2024 Q4	$4.7K	Hold	49	–	–	﹤0.01%	901
2024 Q3	$4.01K	Hold	49	–	–	﹤0.01%	921
2024 Q2	$4.22K	Hold	49	–	–	﹤0.01%	868
2024 Q1	$4K	Hold	49	–	–	﹤0.01%	758
2023 Q4	$3.25K	Hold	49	–	–	﹤0.01%	760
2023 Q3	$3.58K	Hold	49	–	–	﹤0.01%	694
2023 Q2	$3.09K	Buy	49 +8	+20%	+$464	﹤0.01%	680
2023 Q1	$2.41K	Buy	41 +7	+21%	+$425	﹤0.01%	760
2022 Q4	$2.1K	Sell	34 -7	-17%	-$470	﹤0.01%	693
2022 Q3	$3K	Buy	41 +7	+21%	+$443	﹤0.01%	579
2022 Q2	$2K	Sell	34 -56	-62%	-$3.59K	﹤0.01%	711
2022 Q1	$6K	Sell	90 -46	-34%	-$2.48K	﹤0.01%	615
2021 Q4	$6K	Buy	136 +38	+39%	+$2.21K	﹤0.01%	637
2021 Q3	$6K	Buy	+98	New	+$6.81K	﹤0.01%	654
2019 Q2	–	Sell	-489	Closed	-$36K	–	597
2019 Q1	$36K	Buy	+489	New	+$34.4K	﹤0.01%	445

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Manchester Capital Management held its HealthEquity (HQY) position steady in Q2 2026 at 23 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

Manchester Capital Management first reported a position in HQY in Q1 2019 and has held it in 21 quarters since. The position peaked at $36K in Q1 2019. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Manchester Capital Management held 23 shares of HealthEquity worth $2.08K as of Q2 2026.
Manchester Capital Management left its HealthEquity share count unchanged in Q2 2026.
HealthEquity made up ﹤0.01% of Manchester Capital Management's portfolio in Q2 2026, its #1036 holding.
Manchester Capital Management first reported a position in HealthEquity in Q1 2019 and has held it in 21 quarters since.
Manchester Capital Management's HealthEquity position peaked at $36K in Q1 2019.
500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

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