MCM
HQY icon

MV Capital Management’s HealthEquity HQY Stock Holding History

MV Capital 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
Q1 		– Sell
-1
Closed -$92 – 1220
2025
Q4 		$92 Hold
1
– – ﹤0.01% 1109
2025
Q3 		$95 Sell
1
-2
-67% -$188 ﹤0.01% 1006
2025
Q2 		$315 Buy
+3
New +$284 ﹤0.01% 898

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MV Capital Management's HQY Position: Q1 2026 in Review

MV Capital Management sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 1 share — an estimated $92 sold.

MV Capital Management first reported a position in HQY in Q2 2025 and held it in 3 quarters. The position peaked at $315 in Q2 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • MV Capital Management reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • MV Capital Management sold 1 HealthEquity share in Q1 2026, an estimated $92.
  • MV Capital Management first reported a position in HealthEquity in Q2 2025 and held it in 3 quarters.
  • MV Capital Management's HealthEquity position peaked at $315 in Q2 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.