Massachusetts Financial Services
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Massachusetts Financial Services’s HealthEquity HQY Stock Holding History

Massachusetts Financial Services’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
Q1 		– Sell
-149,122
Closed -$13.7M – 966
2025
Q4 		$13.7M Sell
149,122
-166,205
-53% -$15.9M ﹤0.01% 693
2025
Q3 		$29.9M Sell
315,327
-64,686
-17% -$6.09M 0.01% 567
2025
Q2 		$39.8M Sell
380,013
-98,091
-21% -$9.3M 0.01% 514
2025
Q1 		$42.3M Buy
478,104
+39,759
+9% +$4.08M 0.01% 480
2024
Q4 		$42.1M Sell
438,345
-46,437
-10% -$4.33M 0.01% 486
2024
Q3 		$39.7M Buy
484,782
+33,523
+7% +$2.59M 0.01% 500
2024
Q2 		$38.9M Buy
451,259
+77,686
+21% +$6.28M 0.01% 493
2024
Q1 		$30.5M Sell
373,573
-53,705
-13% -$4.19M 0.01% 528
2023
Q4 		$28.3M Sell
427,278
-312,899
-42% -$21.7M 0.01% 538
2023
Q3 		$54.1M Sell
740,177
-132,860
-15% -$8.98M 0.02% 430
2023
Q2 		$55.1M Buy
873,037
+78,907
+10% +$4.58M 0.02% 422
2023
Q1 		$46.6M Buy
794,130
+308,770
+64% +$18.8M 0.02% 448
2022
Q4 		$29.9M Sell
485,360
-153,107
-24% -$10.3M 0.01% 511
2022
Q3 		$42.9M Buy
638,467
+40,068
+7% +$2.54M 0.02% 467
2022
Q2 		$36.7M Sell
598,399
-200,152
-25% -$12.8M 0.01% 491
2022
Q1 		$53.9M Buy
798,551
+20,811
+3% +$1.12M 0.02% 468
2021
Q4 		$34.4M Buy
777,740
+95,301
+14% +$5.55M 0.01% 544
2021
Q3 		$44.2M Sell
682,439
-387,635
-36% -$26.9M 0.01% 522
2021
Q2 		$86.1M Buy
1,070,074
+88,543
+9% +$6.75M 0.03% 420
2021
Q1 		$66.7M Buy
+981,531
New +$77.1M 0.02% 446
2020
Q4 		– Sell
-197,930
Closed -$10.2M – 909
2020
Q3 		$10.2M Sell
197,930
-43,640
-18% -$2.4M ﹤0.01% 631
2020
Q2 		$14.2M Sell
241,570
-206,176
-46% -$11.4M 0.01% 581
2020
Q1 		$22.7M Sell
447,746
-4,000
-0.9% -$266K 0.01% 489
2019
Q4 		$33.5M Buy
451,746
+72,937
+19% +$4.55M 0.01% 468
2019
Q3 		$21.6M Buy
378,809
+68,717
+22% +$4.56M 0.01% 516
2019
Q2 		$20.3M Buy
310,092
+67,952
+28% +$4.73M 0.01% 535
2019
Q1 		$17.9M Sell
242,140
-16,962
-7% -$1.19M 0.01% 546
2018
Q4 		$15.5M Buy
+259,102
New +$20.9M 0.01% 540

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services's HQY Position: Q1 2026 in Review

Massachusetts Financial Services sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 149,122 shares — an estimated $13.7M sold.

Massachusetts Financial Services first reported a position in HQY in Q4 2018 and held it in 28 quarters. The position peaked at $86.1M in Q2 2021. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Massachusetts Financial Services reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Massachusetts Financial Services sold 149,122 HealthEquity shares in Q1 2026, an estimated $13.7M.
  • Massachusetts Financial Services first reported a position in HealthEquity in Q4 2018 and held it in 28 quarters.
  • Massachusetts Financial Services's HealthEquity position peaked at $86.1M in Q2 2021.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.