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PineBridge Investments’s HealthEquity HQY Stock Holding History

PineBridge Investments’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 		– Sell
-9,466
Closed -$791K – 542
2026
Q1 		$791K Buy
+9,466
New +$777K 0.01% 400
2025
Q2 		– Sell
-7,844
Closed -$693K – 647
2025
Q1 		$693K Sell
7,844
-19,705
-72% -$2.02M 0.01% 599
2024
Q4 		$2.64M Buy
27,549
+8,241
+43% +$768K 0.02% 472
2024
Q3 		$1.58M Buy
+19,308
New +$1.49M 0.01% 561
2023
Q3 		– Sell
-365
Closed -$23K – 830
2023
Q2 		$23K Buy
+365
New +$21.2K ﹤0.01% 799
2022
Q1 		– Sell
-700
Closed -$31K – 766
2021
Q4 		$31K Buy
+700
New +$40.8K ﹤0.01% 746
2018
Q4 		– Sell
-226
Closed -$21K – 1094
2018
Q3 		$21K Sell
226
-8,016
-97% -$691K ﹤0.01% 1046
2018
Q2 		$619K Sell
8,242
-721
-8% -$51.8K 0.02% 663
2018
Q1 		$543K Sell
8,963
-41,614
-82% -$2.25M 0.01% 680
2017
Q4 		$2.36M Buy
50,577
+23,330
+86% +$1.16M 0.06% 303
2017
Q3 		$1.38M Buy
27,247
+622
+2% +$29K 0.03% 434
2017
Q2 		$1.33M Sell
26,625
-735
-3% -$34.4K 0.03% 401
2017
Q1 		$1.16M Buy
27,360
+7,889
+41% +$349K 0.03% 448
2016
Q4 		$789K Buy
19,471
+14,006
+256% +$541K 0.02% 492
2016
Q3 		$207K Buy
5,465
+983
+22% +$31.1K 0.01% 501
2016
Q2 		$137K Buy
4,482
+186
+4% +$4.88K 0.01% 651
2016
Q1 		$106K Sell
4,296
-389
-8% -$8.34K 0.01% 704
2015
Q4 		$117K Buy
4,685
+347
+8% +$10.7K 0.01% 711
2015
Q3 		$129K Buy
4,338
+409
+10% +$12.9K 0.01% 665
2015
Q2 		$126K Buy
+3,929
New +$105K 0.01% 677

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

PineBridge Investments's HQY Position: Q2 2026 in Review

PineBridge Investments sold out of HealthEquity (HQY) in Q2 2026, closing a stake of 9,466 shares — an estimated $791K sold.

PineBridge Investments first reported a position in HQY in Q2 2015 and held it in 20 quarters. The position peaked at $2.64M in Q4 2024. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • PineBridge Investments reported no remaining HealthEquity position as of Q2 2026 after selling out during the quarter.
  • PineBridge Investments sold 9,466 HealthEquity shares in Q2 2026, an estimated $791K.
  • PineBridge Investments first reported a position in HealthEquity in Q2 2015 and held it in 20 quarters.
  • PineBridge Investments's HealthEquity position peaked at $2.64M in Q4 2024.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on PineBridge Investments's 13F filing for Q2 2026, filed 14 Aug 2026.