MFWM
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Motley Fool Wealth Management’s HealthEquity HQY Stock Holding History

Motley Fool Wealth 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 		– Sell
-64,752
Closed -$5.41M – 60
2026
Q1 		$5.41M Sell
64,752
-22,419
-26% -$1.84M 0.61% 59
2025
Q4 		$7.99M Sell
87,171
-14,144
-14% -$1.35M 0.62% 58
2025
Q3 		$9.6M Sell
101,315
-12,240
-11% -$1.15M 0.65% 54
2025
Q2 		$11.9M Sell
113,555
-11,912
-9% -$1.13M 0.72% 43
2025
Q1 		$11.1M Sell
125,467
-11,262
-8% -$1.16M 0.66% 53
2024
Q4 		$13.3M Sell
136,729
-4,406
-3% -$411K 0.69% 54
2024
Q3 		$11.6M Sell
141,135
-2,274
-2% -$175K 0.58% 66
2024
Q2 		$12.3M Buy
143,409
+5,620
+4% +$454K 0.63% 58
2024
Q1 		$11.2M Sell
137,789
-1,791
-1% -$140K 0.58% 59
2023
Q4 		$9.26M Sell
139,580
-1,655
-1% -$115K 0.49% 68
2023
Q3 		$10.3M Buy
141,235
+18,278
+15% +$1.23M 0.6% 53
2023
Q2 		$7.75M Sell
122,957
-1,376
-1% -$79.8K 0.46% 71
2023
Q1 		$7.3M Buy
124,333
+168
+0.1% +$10.2K 0.46% 71
2022
Q4 		$7.65M Sell
124,165
-528
-0.4% -$35.5K 0.53% 64
2022
Q3 		$8.38M Buy
124,693
+350
+0.3% +$22.1K 0.55% 61
2022
Q2 		$7.63M Sell
124,343
-448
-0.4% -$28.7K 0.48% 73
2022
Q1 		$8.42M Sell
124,791
-542
-0.4% -$29.3K 0.4% 74
2021
Q4 		$5.54M Sell
125,333
-3,674
-3% -$214K 0.24% 87
2021
Q3 		$8.35M Sell
129,007
-2,529
-2% -$176K 0.36% 76
2021
Q2 		$10.6M Sell
131,536
-1,172
-0.9% -$89.3K 0.45% 70
2021
Q1 		$9.02M Sell
132,708
-1,027
-0.8% -$80.7K 0.41% 79
2020
Q4 		$9.32M Buy
133,735
+2,123
+2% +$132K 0.41% 78
2020
Q3 		$6.76M Buy
131,612
+84,969
+182% +$4.67M 0.35% 78
2020
Q2 		$2.74M Buy
+46,643
New +$2.58M 0.16% 95

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

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

Motley Fool Wealth Management sold out of HealthEquity (HQY) in Q2 2026, closing a stake of 64,752 shares — an estimated $5.41M sold.

Motley Fool Wealth Management first reported a position in HQY in Q2 2020 and held it in 24 quarters. The position peaked at $13.3M in Q4 2024. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Motley Fool Wealth Management reported no remaining HealthEquity position as of Q2 2026 after selling out during the quarter.
  • Motley Fool Wealth Management sold 64,752 HealthEquity shares in Q2 2026, an estimated $5.41M.
  • Motley Fool Wealth Management first reported a position in HealthEquity in Q2 2020 and held it in 24 quarters.
  • Motley Fool Wealth Management's HealthEquity position peaked at $13.3M in Q4 2024.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

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