MAP
HQY icon

Moody Aldrich Partners’s HealthEquity HQY Stock Holding History

Moody Aldrich Partners’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 		$2.04M Sell
22,590
-7,914
-26% -$671K 0.37% 108
2026
Q1 		$2.55M Sell
30,504
-17,474
-36% -$1.43M 0.46% 96
2025
Q4 		$4.4M Sell
47,978
-11,707
-20% -$1.12M 0.82% 50
2025
Q3 		$5.66M Sell
59,685
-11,530
-16% -$1.09M 1.07% 32
2025
Q2 		$7.46M Buy
71,215
+3,335
+5% +$316K 1.44% 11
2025
Q1 		$6M Buy
67,880
+21,983
+48% +$2.25M 1.26% 22
2024
Q4 		$4.4M Sell
45,897
-10,998
-19% -$1.02M 0.82% 54
2024
Q3 		$4.66M Sell
56,895
-1,151
-2% -$88.8K 0.85% 54
2024
Q2 		$5M Buy
+58,046
New +$4.69M 0.98% 36
2023
Q4 		– Sell
-89,816
Closed -$6.56M – 206
2023
Q3 		$6.56M Buy
89,816
+35,476
+65% +$2.4M 1.24% 22
2023
Q2 		$3.43M Buy
54,340
+12,545
+30% +$727K 0.67% 64
2023
Q1 		$2.45M Sell
41,795
-31,580
-43% -$1.92M 0.5% 78
2022
Q4 		$4.52M Sell
73,375
-1,852
-2% -$124K 0.92% 44
2022
Q3 		$5.05M Buy
+75,227
New +$4.76M 1.04% 38
2021
Q3 		– Sell
-35,717
Closed -$2.88M – 176
2021
Q2 		$2.88M Sell
35,717
-36,321
-50% -$2.77M 0.4% 89
2021
Q1 		$4.9M Sell
72,038
-19,008
-21% -$1.49M 0.71% 64
2020
Q4 		$6.35M Buy
91,046
+58
+0.1% +$3.61K 1.02% 37
2020
Q3 		$4.67M Buy
90,988
+2,180
+2% +$120K 0.98% 44
2020
Q2 		$5.21M Buy
88,808
+57,180
+181% +$3.16M 1.11% 33
2020
Q1 		$1.6M Buy
31,628
+1,033
+3% +$68.6K 0.48% 77
2019
Q4 		$2.27M Buy
30,595
+7,337
+32% +$458K 0.47% 84
2019
Q3 		$1.33M Buy
+23,258
New +$1.54M 0.35% 87

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

Moody Aldrich Partners's HQY Position: Q2 2026 in Review

Moody Aldrich Partners reduced its HealthEquity (HQY) stake by 26% in Q2 2026, selling an estimated $671K and leaving 22,590 shares worth $2.04M. The position accounts for 0.37% of the portfolio, ranked #108.

Moody Aldrich Partners first reported a position in HQY in Q3 2019 and has held it in 22 quarters since. The position peaked at $7.46M in Q2 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Moody Aldrich Partners held 22,590 shares of HealthEquity worth $2.04M as of Q2 2026.
  • Moody Aldrich Partners sold 7,914 HealthEquity shares in Q2 2026, an estimated $671K.
  • HealthEquity made up 0.37% of Moody Aldrich Partners's portfolio in Q2 2026, its #108 holding.
  • Moody Aldrich Partners first reported a position in HealthEquity in Q3 2019 and has held it in 22 quarters since.
  • Moody Aldrich Partners's HealthEquity position peaked at $7.46M in Q2 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.