Mitsubishi UFJ Asset Management
HQY icon

Mitsubishi UFJ Asset Management’s HealthEquity HQY Stock Holding History

Mitsubishi UFJ 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
Q1 		$202K Sell
2,416
-40
-2% -$3.28K ﹤0.01% 979
2025
Q4 		$224K Buy
2,456
+524
+27% +$50.2K ﹤0.01% 1004
2025
Q3 		$183K Buy
1,932
+57
+3% +$5.36K ﹤0.01% 1000
2025
Q2 		$196K Sell
1,875
-291
-13% -$27.6K ﹤0.01% 977
2025
Q1 		$191K Buy
2,166
+192
+10% +$19.7K ﹤0.01% 962
2024
Q4 		$192K Buy
1,974
+475
+32% +$44.3K ﹤0.01% 997
2024
Q3 		$123K Sell
1,499
-36
-2% -$2.78K ﹤0.01% 1012
2024
Q2 		$132K Sell
1,535
-88
-5% -$7.11K ﹤0.01% 1003
2024
Q1 		$132K Sell
1,623
-223
-12% -$17.4K ﹤0.01% 999
2023
Q4 		$125K Buy
1,846
+57
+3% +$3.95K ﹤0.01% 1059
2023
Q3 		$131K Sell
1,789
-160
-8% -$10.8K ﹤0.01% 1056
2023
Q2 		$123K Buy
1,949
+262
+16% +$15.2K ﹤0.01% 1086
2023
Q1 		$99K Hold
1,687
– – ﹤0.01% 1092
2022
Q4 		$102K Sell
1,687
-360
-18% -$24.2K ﹤0.01% 1093
2022
Q3 		$137K Hold
2,047
– – ﹤0.01% 1063
2022
Q2 		$126K Sell
2,047
-2,354
-53% -$151K ﹤0.01% 1095
2022
Q1 		$297K Buy
4,401
+277
+7% +$15K ﹤0.01% 1002
2021
Q4 		$193K Buy
4,124
+1,071
+35% +$62.4K ﹤0.01% 1087
2021
Q3 		$198K Hold
3,053
– – ﹤0.01% 1065
2021
Q2 		$246K Sell
3,053
-242
-7% -$18.4K ﹤0.01% 1067
2021
Q1 		$224K Buy
3,295
+619
+23% +$48.6K ﹤0.01% 984
2020
Q4 		$187K Buy
2,676
+767
+40% +$47.7K ﹤0.01% 961
2020
Q3 		$98K Buy
1,909
+732
+62% +$40.2K ﹤0.01% 964
2020
Q2 		$69K Buy
1,177
+290
+33% +$16K ﹤0.01% 971
2020
Q1 		$45K Buy
887
+193
+28% +$12.8K ﹤0.01% 968
2019
Q4 		$50K Hold
694
– – ﹤0.01% 987
2019
Q3 		$40K Buy
694
+96
+16% +$6.37K ﹤0.01% 965
2019
Q2 		$39K Buy
+598
New +$41.6K ﹤0.01% 972

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

Mitsubishi UFJ Asset Management's HQY Position: Q1 2026 in Review

Mitsubishi UFJ Asset Management reduced its HealthEquity (HQY) stake by 1.6% in Q1 2026, selling an estimated $3.28K and leaving 2,416 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Mitsubishi UFJ Asset Management first reported a position in HQY in Q2 2019 and has held it in 28 quarters since. The position peaked at $297K in Q1 2022. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Mitsubishi UFJ Asset Management held 2,416 shares of HealthEquity worth $202K as of Q1 2026.
  • Mitsubishi UFJ Asset Management sold 40 HealthEquity shares in Q1 2026, an estimated $3.28K.
  • HealthEquity made up ﹤0.01% of Mitsubishi UFJ Asset Management's portfolio in Q1 2026, its #979 holding.
  • Mitsubishi UFJ Asset Management first reported a position in HealthEquity in Q2 2019 and has held it in 28 quarters since.
  • Mitsubishi UFJ Asset Management's HealthEquity position peaked at $297K in Q1 2022.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Mitsubishi UFJ Asset Management's 13F filing for Q1 2026, filed 12 May 2026.