P
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
Q2 		$809K Buy
8,952
+1,593
+22% +$135K ﹤0.01% 1545
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 $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

&Partners's HQY Position: Q2 2026 in Review

&Partners increased its HealthEquity (HQY) stake by 22% in Q2 2026, buying an estimated $135K and bringing the position to 8,952 shares worth $809K. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

&Partners first reported a position in HQY in Q1 2025 and has held it in 6 quarters since. The position peaked at $852K in Q4 2025. 501 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • &Partners held 8,952 shares of HealthEquity worth $809K as of Q2 2026.
  • &Partners bought 1,593 HealthEquity shares in Q2 2026, an estimated $135K.
  • HealthEquity made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1545 holding.
  • &Partners first reported a position in HealthEquity in Q1 2025 and has held it in 6 quarters since.
  • &Partners's HealthEquity position peaked at $852K in Q4 2025.
  • 501 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.