MAM
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Milestone Asset Management’s HealthEquity HQY Stock Holding History

Milestone Asset 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 		$1.34M Sell
14,811
-118
-0.8% -$10K 0.21% 107
2026
Q1 		$1.25M Buy
14,929
+3,151
+27% +$259K 0.23% 100
2025
Q4 		$1.08M Buy
11,778
+853
+8% +$81.7K 0.2% 95
2025
Q3 		$1.04M Buy
+10,925
New +$1.03M 0.2% 90

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

Milestone Asset Management's HQY Position: Q2 2026 in Review

Milestone Asset Management reduced its HealthEquity (HQY) stake by 0.79% in Q2 2026, selling an estimated $10K and leaving 14,811 shares worth $1.34M. The position accounts for 0.21% of the portfolio, ranked #107.

Milestone Asset Management first reported a position in HQY in Q3 2025 and has held it in 4 quarters since. 496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Milestone Asset Management held 14,811 shares of HealthEquity worth $1.34M as of Q2 2026.
  • Milestone Asset Management sold 118 HealthEquity shares in Q2 2026, an estimated $10K.
  • HealthEquity made up 0.21% of Milestone Asset Management's portfolio in Q2 2026, its #107 holding.
  • Milestone Asset Management first reported a position in HealthEquity in Q3 2025 and has held it in 4 quarters since.
  • 496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.