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HQY icon

&Partners’s HealthEquity HQY Stock Holding History

&Partners’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 		$615K Sell
7,359
-2,119
-22% -$174K ﹤0.01% 1583
2025
Q4 		$852K Buy
9,478
+3,163
+50% +$303K ﹤0.01% 1311
2025
Q3 		$598K Sell
6,315
-246
-4% -$23.2K ﹤0.01% 1353
2025
Q2 		$687K Buy
6,561
+2,808
+75% +$266K 0.01% 1176
2025
Q1 		$327K Buy
+3,753
New +$385K ﹤0.01% 1362

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

&Partners's HQY Position: Q1 2026 in Review

&Partners reduced its HealthEquity (HQY) stake by 22% in Q1 2026, selling an estimated $174K and leaving 7,359 shares worth $615K. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

&Partners first reported a position in HQY in Q1 2025 and has held it in 5 quarters since. The position peaked at $852K in Q4 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • &Partners held 7,359 shares of HealthEquity worth $615K as of Q1 2026.
  • &Partners sold 2,119 HealthEquity shares in Q1 2026, an estimated $174K.
  • HealthEquity made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1583 holding.
  • &Partners first reported a position in HealthEquity in Q1 2025 and has held it in 5 quarters since.
  • &Partners's HealthEquity position peaked at $852K in Q4 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.