Motley Fool Asset Management’s HealthEquity HQY Stock Holding History

Motley Fool 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	$8.4M	Sell	93,043 -5,497	-6%	-$466K	0.32%	56
2026 Q1	$8.23M	Sell	98,540 -2,935	-3%	-$241K	0.35%	65
2025 Q4	$9.3M	Sell	101,475 -5,848	-5%	-$560K	0.36%	64
2025 Q3	$10.2M	Sell	107,323 -7,244	-6%	-$682K	0.42%	53
2025 Q2	$12M	Sell	114,567 -3,842	-3%	-$364K	0.55%	34
2025 Q1	$10.5M	Sell	118,409 -4,183	-3%	-$429K	0.59%	35
2024 Q4	$11.8M	Buy	122,592 +10,835	+10%	+$1.01M	0.61%	37
2024 Q3	$8.97M	Buy	111,757 +531	+0.5%	+$41K	0.53%	50
2024 Q2	$9.63M	Sell	111,226 -7,554	-6%	-$610K	0.64%	43
2024 Q1	$9.7M	Sell	118,780 -2,536	-2%	-$198K	0.63%	44
2023 Q4	$8.04M	Buy	121,316 +963	+0.8%	+$66.8K	0.6%	50
2023 Q3	$8.79M	Buy	120,353 +26,237	+28%	+$1.77M	0.71%	44
2023 Q2	$5.94M	Sell	94,116 -3,244	-3%	-$188K	0.53%	52
2023 Q1	$5.72M	Buy	97,360 +4,105	+4%	+$249K	0.63%	49
2022 Q4	$5.75M	Sell	93,255 -4,702	-5%	-$316K	0.65%	45
2022 Q3	$6.58M	Sell	97,957 -2,717	-3%	-$172K	0.65%	49
2022 Q2	$5.92M	Sell	100,674 -5,865	-6%	-$376K	0.56%	50
2022 Q1	$7.18M	Sell	106,539 -72,878	-41%	-$3.94M	0.53%	50
2021 Q4	$7.94M	Sell	179,417 -4,801	-3%	-$280K	0.51%	53
2021 Q3	$11.9M	Sell	184,218 -1,461	-0.8%	-$101K	0.78%	42
2021 Q2	$14.9M	Sell	185,679 -4,870	-3%	-$371K	0.99%	33
2021 Q1	$13M	Buy	190,549 +14,610	+8%	+$1.15M	0.93%	35
2020 Q4	$12.3M	Buy	175,939 +14,610	+9%	+$909K	0.92%	40
2020 Q3	$8.32M	Buy	161,329 +84,383	+110%	+$4.64M	0.74%	43
2020 Q2	$4.51M	Buy	76,946 +38,630	+101%	+$2.14M	0.45%	52
2020 Q1	$1.94M	Sell	38,316 -330	-0.9%	-$21.9K	0.25%	73
2019 Q4	$2.86M	Sell	38,646 -1,320	-3%	-$82.3K	0.31%	60
2019 Q3	$2.28M	Buy	39,966 +9,259	+30%	+$615K	0.27%	66
2019 Q2	$2.01M	Buy	30,707 +10,258	+50%	+$714K	0.22%	77
2019 Q1	$1.51M	Buy	20,449 +3,380	+20%	+$238K	0.17%	91
2018 Q4	$1.02M	Buy	+17,069	New	+$1.38M	0.14%	99

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Motley Fool Asset Management's HQY Position: Q2 2026 in Review

Motley Fool Asset Management reduced its HealthEquity (HQY) stake by 5.6% in Q2 2026, selling an estimated $466K and leaving 93,043 shares worth $8.4M. The position accounts for 0.32% of the portfolio, ranked #56.

Motley Fool Asset Management first reported a position in HQY in Q4 2018 and has held it in 31 quarters since. The position peaked at $14.9M in Q2 2021. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Motley Fool Asset Management held 93,043 shares of HealthEquity worth $8.4M as of Q2 2026.
Motley Fool Asset Management sold 5,497 HealthEquity shares in Q2 2026, an estimated $466K.
HealthEquity made up 0.32% of Motley Fool Asset Management's portfolio in Q2 2026, its #56 holding.
Motley Fool Asset Management first reported a position in HealthEquity in Q4 2018 and has held it in 31 quarters since.
Motley Fool Asset Management's HealthEquity position peaked at $14.9M in Q2 2021.
500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Motley Fool Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.