OCM
HQY icon

One Capital Management’s HealthEquity HQY Stock Holding History

One 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
Q2 		$2.5M Hold
29,923
– – 0.07% 188
2026
Q1 		$2.5M Buy
29,923
+6,228
+26% +$511K 0.07% 188
2025
Q4 		$2.17M Buy
23,695
+8,642
+57% +$827K 0.07% 180
2025
Q3 		$1.43M Buy
15,053
+7,552
+101% +$711K 0.05% 210
2025
Q2 		$786K Buy
+7,501
New +$711K 0.03% 286

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

One Capital Management's HQY Position: Q2 2026 in Review

One Capital Management held its HealthEquity (HQY) position steady in Q2 2026 at 29,923 shares worth $2.5M. The position accounts for 0.07% of the portfolio, ranked #188.

One Capital Management first reported a position in HQY in Q2 2025 and has held it in 5 quarters since. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • One Capital Management held 29,923 shares of HealthEquity worth $2.5M as of Q2 2026.
  • One Capital Management left its HealthEquity share count unchanged in Q2 2026.
  • HealthEquity made up 0.07% of One Capital Management's portfolio in Q2 2026, its #188 holding.
  • One Capital Management first reported a position in HealthEquity in Q2 2025 and has held it in 5 quarters since.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on One Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.