MML Investors Services
HQY icon

MML Investors Services’s HealthEquity HQY Stock Holding History

MML Investors 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
Q2 		$296K Buy
3,280
+539
+20% +$45.7K ﹤0.01% 2834
2026
Q1 		$229K Sell
2,741
-2,607
-49% -$214K ﹤0.01% 2744
2025
Q4 		$490K Sell
5,348
-295
-5% -$28.2K ﹤0.01% 2274
2025
Q3 		$535K Buy
5,643
+1,645
+41% +$155K ﹤0.01% 2132
2025
Q2 		$419K Buy
3,998
+415
+12% +$39.3K ﹤0.01% 2206
2025
Q1 		$317K Buy
3,583
+918
+34% +$94.2K ﹤0.01% 2279
2024
Q4 		$256K Buy
2,665
+97
+4% +$9.04K ﹤0.01% 2360
2024
Q3 		$210K Sell
2,568
-24
-0.9% -$1.85K ﹤0.01% 2416
2024
Q2 		$223K Buy
+2,592
New +$209K ﹤0.01% 2286

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
NNPTE
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne Warszawa, Poland $1.83B AUM 331.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

MML Investors Services's HQY Position: Q2 2026 in Review

MML Investors Services increased its HealthEquity (HQY) stake by 20% in Q2 2026, buying an estimated $45.7K and bringing the position to 3,280 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #2834.

MML Investors Services first reported a position in HQY in Q2 2024 and has held it in 9 quarters since. The position peaked at $535K in Q3 2025. 242 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • MML Investors Services held 3,280 shares of HealthEquity worth $296K as of Q2 2026.
  • MML Investors Services bought 539 HealthEquity shares in Q2 2026, an estimated $45.7K.
  • HealthEquity made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2834 holding.
  • MML Investors Services first reported a position in HealthEquity in Q2 2024 and has held it in 9 quarters since.
  • MML Investors Services's HealthEquity position peaked at $535K in Q3 2025.
  • 242 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.