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Montanaro Asset Management’s HealthEquity HQY Stock Holding History

Montanaro 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 		$4.28M Sell
47,400
-3,400
-7% -$288K 1.35% 26
2026
Q1 		$4.25M Buy
50,800
+13,600
+37% +$1.12M 1.27% 29
2025
Q4 		$3.41M Buy
37,200
+4,300
+13% +$412K 0.95% 31
2025
Q3 		$3.12M Buy
32,900
+4,800
+17% +$452K 0.78% 35
2025
Q2 		$2.94M Buy
28,100
+12,800
+84% +$1.21M 0.76% 37
2025
Q1 		$1.35M Buy
+15,300
New +$1.57M 0.4% 41

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

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

Montanaro Asset Management reduced its HealthEquity (HQY) stake by 6.7% in Q2 2026, selling an estimated $288K and leaving 47,400 shares worth $4.28M. The position accounts for 1.35% of the portfolio, ranked #26.

Montanaro Asset Management first reported a position in HQY in Q1 2025 and has held it in 6 quarters since. 496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Montanaro Asset Management held 47,400 shares of HealthEquity worth $4.28M as of Q2 2026.
  • Montanaro Asset Management sold 3,400 HealthEquity shares in Q2 2026, an estimated $288K.
  • HealthEquity made up 1.35% of Montanaro Asset Management's portfolio in Q2 2026, its #26 holding.
  • Montanaro Asset Management first reported a position in HealthEquity in Q1 2025 and has held it in 6 quarters since.
  • 496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Montanaro Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.