Morgan Stanley’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $411M | Buy |
4,547,219
+2,061,306
| +83% | +$175M | 0.02% | 665 |
|
|
2026
Q1 | $208M | Buy |
2,485,913
+999,856
| +67% | +$82M | 0.01% | 925 |
|
|
2025
Q4 | $136M | Buy |
1,486,057
+183,645
| +14% | +$17.6M | 0.01% | 1188 |
|
|
2025
Q3 | $123M | Sell |
1,302,412
-101,756
| -7% | -$9.58M | 0.01% | 1239 |
|
|
2025
Q2 | $147M | Sell |
1,404,168
-3,126
| -0.2% | -$296K | 0.01% | 1061 |
|
|
2025
Q1 | $124M | Buy |
1,407,294
+610,647
| +77% | +$62.6M | 0.01% | 1094 |
|
|
2024
Q4 | $76.4M | Buy |
796,647
+91,392
| +13% | +$8.52M | 0.01% | 1461 |
|
|
2024
Q3 | $57.7M | Buy |
705,255
+66,941
| +10% | +$5.16M | ﹤0.01% | 1693 |
|
|
2024
Q2 | $55M | Sell |
638,314
-2,741
| -0.4% | -$221K | ﹤0.01% | 1675 |
|
|
2024
Q1 | $52.3M | Sell |
641,055
-151,779
| -19% | -$11.9M | ﹤0.01% | 1714 |
|
|
2023
Q4 | $52.6M | Buy |
792,834
+91,818
| +13% | +$6.37M | ﹤0.01% | 1671 |
|
|
2023
Q3 | $51.2M | Buy |
701,016
+55,296
| +9% | +$3.74M | 0.01% | 1559 |
|
|
2023
Q2 | $40.8M | Buy |
645,720
+78,511
| +14% | +$4.55M | ﹤0.01% | 1767 |
|
|
2023
Q1 | $33.3M | Buy |
567,209
+62,374
| +12% | +$3.79M | ﹤0.01% | 1916 |
|
|
2022
Q4 | $31.1M | Sell |
504,835
-53,483
| -10% | -$3.59M | ﹤0.01% | 1926 |
|
|
2022
Q3 | $37.5M | Sell |
558,318
-12,178
| -2% | -$771K | 0.01% | 1550 |
|
|
2022
Q2 | $35M | Buy |
570,496
+426,599
| +296% | +$27.3M | ﹤0.01% | 1690 |
|
|
2022
Q1 | $9.7M | Sell |
143,897
-27,123
| -16% | -$1.46M | ﹤0.01% | 2935 |
|
|
2021
Q4 | $7.57M | Sell |
171,020
-219,946
| -56% | -$12.8M | ﹤0.01% | 3268 |
|
|
2021
Q3 | $25.3M | Sell |
390,966
-285,696
| -42% | -$19.8M | ﹤0.01% | 1841 |
|
|
2021
Q2 | $54.5M | Buy |
676,662
+386,663
| +133% | +$29.5M | 0.01% | 1251 |
|
|
2021
Q1 | $19.7M | Buy |
289,999
+19,625
| +7% | +$1.54M | ﹤0.01% | 1927 |
|
|
2020
Q4 | $18.8M | Buy |
270,374
+36,847
| +16% | +$2.29M | ﹤0.01% | 1859 |
|
|
2020
Q3 | $12M | Sell |
233,527
-59,747
| -20% | -$3.28M | ﹤0.01% | 1882 |
|
|
2020
Q2 | $17.2M | Buy |
293,274
+118,303
| +68% | +$6.54M | ﹤0.01% | 1525 |
|
|
2020
Q1 | $8.85M | Sell |
174,971
-971,281
| -85% | -$64.5M | ﹤0.01% | 1897 |
|
|
2019
Q4 | $84.9M | Buy |
1,146,252
+68,857
| +6% | +$4.3M | 0.02% | 674 |
|
|
2019
Q3 | $61.6M | Sell |
1,077,395
-311,952
| -22% | -$20.7M | 0.02% | 750 |
|
|
2019
Q2 | $90.9M | Sell |
1,389,347
-5,126,923
| -79% | -$357M | 0.02% | 586 |
|
|
2019
Q1 | $482M | Buy |
6,516,270
+89,576
| +1% | +$6.3M | 0.14% | 160 |
|
|
2018
Q4 | $383M | Buy |
6,426,694
+2,425,269
| +61% | +$195M | 0.11% | 186 |
|
|
2018
Q3 | $378M | Buy |
4,001,425
+536,366
| +15% | +$46.2M | 0.09% | 221 |
|
|
2018
Q2 | $260M | Sell |
3,465,059
-41,757
| -1% | -$3M | 0.07% | 278 |
|
|
2018
Q1 | $212M | Buy |
3,506,816
+2,188,901
| +166% | +$119M | 0.06% | 322 |
|
|
2017
Q4 | $61.5M | Buy |
1,317,915
+121,853
| +10% | +$6.03M | 0.02% | 808 |
|
|
2017
Q3 | $60.5M | Buy |
1,196,062
+284,875
| +31% | +$13.3M | 0.02% | 798 |
|
|
2017
Q2 | $45.4M | Sell |
911,187
-7,821
| -0.9% | -$366K | 0.01% | 963 |
|
|
2017
Q1 | $39M | Sell |
919,008
-400,592
| -30% | -$17.7M | 0.01% | 1066 |
|
|
2016
Q4 | $53.5M | Buy |
1,319,600
+455,873
| +53% | +$17.6M | 0.02% | 832 |
|
|
2016
Q3 | $32.7M | Sell |
863,727
-16,563
| -2% | -$525K | 0.01% | 1100 |
|
|
2016
Q2 | $26.7M | Sell |
880,290
-173,940
| -16% | -$4.57M | 0.01% | 1197 |
|
|
2016
Q1 | $26M | Sell |
1,054,230
-675,890
| -39% | -$14.5M | 0.01% | 1154 |
|
|
2015
Q4 | $43.4M | Sell |
1,730,120
-887,432
| -34% | -$27.3M | 0.02% | 868 |
|
|
2015
Q3 | $77.3M | Buy |
2,617,552
+1,492,086
| +133% | +$46.9M | 0.03% | 581 |
|
|
2015
Q2 | $36.1M | Sell |
1,125,466
-48,753
| -4% | -$1.31M | 0.01% | 1057 |
|
|
2015
Q1 | $29.3M | Sell |
1,174,219
-162,860
| -12% | -$3.53M | 0.01% | 1167 |
|
|
2014
Q4 | $34M | Sell |
1,337,079
-128,033
| -9% | -$2.78M | 0.01% | 1083 |
|
|
2014
Q3 | $26.8M | Buy |
+1,465,112
| New | +$28.1M | 0.01% | 1209 |
|
Other funds holding HQY
WA
Morgan Stanley's HQY Position: Q2 2026 in Review
Morgan Stanley increased its HealthEquity (HQY) stake by 83% in Q2 2026, buying an estimated $175M and bringing the position to 4,547,219 shares worth $411M. The position accounts for 0.02% of the portfolio, ranked #665.
Morgan Stanley first reported a position in HQY in Q3 2014 and has held it in 48 quarters since. The position peaked at $482M in Q1 2019. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.
- Morgan Stanley held 4,547,219 shares of HealthEquity worth $411M as of Q2 2026.
- Morgan Stanley bought 2,061,306 HealthEquity shares in Q2 2026, an estimated $175M.
- HealthEquity made up 0.02% of Morgan Stanley's portfolio in Q2 2026, its #665 holding.
- Morgan Stanley first reported a position in HealthEquity in Q3 2014 and has held it in 48 quarters since.
- Morgan Stanley's HealthEquity position peaked at $482M in Q1 2019.
- 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.
Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.