Pictet Asset Management
HQY icon

Pictet Asset Management’s HealthEquity HQY Stock Holding History

Pictet Asset 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
Q1 		$1.12M Buy
13,440
+1,100
+9% +$90.3K ﹤0.01% 1061
2025
Q4 		$1.13M Buy
12,340
+491
+4% +$47K ﹤0.01% 1066
2025
Q3 		$1.12M Sell
11,849
-1,377
-10% -$130K ﹤0.01% 1022
2025
Q2 		$1.39M Sell
13,226
-627
-5% -$59.4K ﹤0.01% 949
2025
Q1 		$1.22M Buy
13,853
+20
+0.1% +$2.05K ﹤0.01% 994
2024
Q4 		$1.33M Buy
13,833
+1,765
+15% +$164K ﹤0.01% 980
2024
Q3 		$986K Buy
12,068
+801
+7% +$61.8K ﹤0.01% 1050
2024
Q2 		$971K Sell
11,267
-178
-2% -$14.4K ﹤0.01% 1006
2024
Q1 		$934K Buy
11,445
+1,753
+18% +$137K ﹤0.01% 1052
2023
Q4 		$643K Sell
9,692
-86
-0.9% -$5.96K ﹤0.01% 1144
2023
Q3 		$714K Buy
+9,778
New +$661K ﹤0.01% 1080

Other funds holding HQY

BlackRock
BlackRock New York $5.7T 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