Nicolet Bankshares’s HealthEquity HQY Stock Holding History

Nicolet Bankshares’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	$581K	Sell	6,012 -688	-10%	-$58.3K	0.02%	388
2026 Q1	$559K	Buy	+6,700	New	+$550K	0.02%	365

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

Nicolet Bankshares's HQY Position: Q2 2026 in Review

Nicolet Bankshares reduced its HealthEquity (HQY) stake by 10% in Q2 2026, selling an estimated $58.3K and leaving 6,012 shares worth $581K. The position accounts for 0.02% of the portfolio, ranked #388.

Nicolet Bankshares first reported a position in HQY in Q1 2026 and has held it in 2 quarters since. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Nicolet Bankshares held 6,012 shares of HealthEquity worth $581K as of Q2 2026.
Nicolet Bankshares sold 688 HealthEquity shares in Q2 2026, an estimated $58.3K.
HealthEquity made up 0.02% of Nicolet Bankshares's portfolio in Q2 2026, its #388 holding.
Nicolet Bankshares first reported a position in HealthEquity in Q1 2026 and has held it in 2 quarters since.
498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Nicolet Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.