NBC Securities’s HealthEquity HQY Stock Holding History

NBC Securities’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	-905	Closed	-$82.9K	–	2693
2025 Q4	$82.9K	Buy	+905	New	+$86.6K	0.01%	1142
2025 Q3	–	Sell	-1,108	Closed	-$116K	–	2824
2025 Q2	$116K	Buy	+1,108	New	+$105K	0.01%	1002

Other funds holding HQY

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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

NBC Securities's HQY Position: Q1 2026 in Review

NBC Securities sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 905 shares — an estimated $82.9K sold.

NBC Securities first reported a position in HQY in Q2 2025 and held it in 2 quarters. The position peaked at $116K in Q2 2025. 487 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

NBC Securities reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
NBC Securities sold 905 HealthEquity shares in Q1 2026, an estimated $82.9K.
NBC Securities first reported a position in HealthEquity in Q2 2025 and held it in 2 quarters.
NBC Securities's HealthEquity position peaked at $116K in Q2 2025.
487 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.