Northwestern Mutual Wealth Management
HQY icon

Northwestern Mutual Wealth Management’s HealthEquity HQY Stock Holding History

Northwestern Mutual 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 		$8.49K Sell
94
-516
-85% -$43.7K ﹤0.01% 3176
2026
Q1 		$51K Buy
610
+6
+1% +$492 ﹤0.01% 2428
2025
Q4 		$55.3K Buy
604
+396
+190% +$37.9K ﹤0.01% 2356
2025
Q3 		$19.7K Sell
208
-502
-71% -$47.2K ﹤0.01% 2680
2025
Q2 		$74.4K Buy
710
+55
+8% +$5.21K ﹤0.01% 2102
2025
Q1 		$57.9K Buy
655
+418
+176% +$42.9K ﹤0.01% 2128
2024
Q4 		$22.7K Sell
237
-12
-5% -$1.12K ﹤0.01% 2461
2024
Q3 		$20.4K Buy
249
+127
+104% +$9.8K ﹤0.01% 2466
2024
Q2 		$10.5K Buy
122
+6
+5% +$485 ﹤0.01% 2633
2024
Q1 		$9.47K Sell
116
-125
-52% -$9.76K ﹤0.01% 2657
2023
Q4 		$16K Buy
+241
New +$16.7K ﹤0.01% 2474
2023
Q1 		– Sell
-171
Closed -$10.5K – 3469
2022
Q4 		$10.5K Buy
+171
New +$11.5K ﹤0.01% 2476
2022
Q2 		– Sell
-153
Closed -$10K – 3304
2022
Q1 		$10K Buy
+153
New +$8.26K ﹤0.01% 2532
2020
Q4 		– Sell
-416
Closed -$21K – 2771
2020
Q3 		$21K Buy
+416
New +$22.9K ﹤0.01% 1781
2019
Q3 		– Sell
-44
Closed -$3K – 2562
2019
Q2 		$3K Buy
44
+42
+2,100% +$2.92K ﹤0.01% 2223
2019
Q1 		$0 Buy
+2
New +$141 ﹤0.01% 2603
2017
Q1 		– Sell
-4,309
Closed -$175K – 2177
2016
Q4 		$175K Buy
4,309
+16
+0.4% +$618 ﹤0.01% 673
2016
Q3 		$162K Hold
4,293
– – ﹤0.01% 668
2016
Q2 		$130K Sell
4,293
-4,293
-50% -$113K ﹤0.01% 661
2016
Q1 		$212K Hold
8,586
– – ﹤0.01% 556
2015
Q4 		$215K Hold
8,586
– – ﹤0.01% 495
2015
Q3 		$254K Buy
+8,586
New +$270K 0.01% 452

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 $3.38T AUM 44.17% 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

Northwestern Mutual Wealth Management's HQY Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its HealthEquity (HQY) stake by 85% in Q2 2026, selling an estimated $43.7K and leaving 94 shares worth $8.49K. The position accounts for ﹤0.01% of the portfolio, ranked #3176.

Northwestern Mutual Wealth Management first reported a position in HQY in Q3 2015 and has held it in 22 quarters since. The position peaked at $254K in Q3 2015. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Northwestern Mutual Wealth Management held 94 shares of HealthEquity worth $8.49K as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 516 HealthEquity shares in Q2 2026, an estimated $43.7K.
  • HealthEquity made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3176 holding.
  • Northwestern Mutual Wealth Management first reported a position in HealthEquity in Q3 2015 and has held it in 22 quarters since.
  • Northwestern Mutual Wealth Management's HealthEquity position peaked at $254K in Q3 2015.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.