Premier Fund Managers’s HealthEquity HQY Stock Holding History

Premier Fund Managers’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	$23.5M	Sell	287,847 -21,390	-7%	-$1.76M	1.66%	18
2025 Q4	$28.6M	Sell	309,237 -300,892	-49%	-$28.8M	1.65%	24
2025 Q3	$58.2M	Sell	610,129 -2,798	-0.5%	-$263K	2.39%	6
2025 Q2	$64.3M	Buy	612,927 +202,935	+49%	+$19.2M	2.35%	11
2025 Q1	$35.6M	Buy	409,992 +398,916	+3,602%	+$40.9M	1.33%	34
2024 Q4	$1.07M	Buy	11,076 +2,046	+23%	+$191K	0.04%	128
2024 Q3	$722K	Hold	9,030	–	–	0.03%	144
2024 Q2	$761K	Hold	9,030	–	–	0.03%	132
2024 Q1	$720K	Sell	9,030 -1,480	-14%	-$116K	0.03%	133
2023 Q4	$697K	Hold	10,510	–	–	0.03%	130
2023 Q3	$782K	Buy	+10,510	New	+$710K	0.04%	123
2020 Q3	–	Sell	-31,900	Closed	-$1.87M	–	216
2020 Q2	$1.87M	Buy	+31,900	New	+$1.76M	0.12%	147

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Premier Fund Managers's HQY Position: Q1 2026 in Review

Premier Fund Managers reduced its HealthEquity (HQY) stake by 6.9% in Q1 2026, selling an estimated $1.76M and leaving 287,847 shares worth $23.5M. The position accounts for 1.66% of the portfolio, ranked #18.

Premier Fund Managers first reported a position in HQY in Q2 2020 and has held it in 12 quarters since. The position peaked at $64.3M in Q2 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

Premier Fund Managers held 287,847 shares of HealthEquity worth $23.5M as of Q1 2026.
Premier Fund Managers sold 21,390 HealthEquity shares in Q1 2026, an estimated $1.76M.
HealthEquity made up 1.66% of Premier Fund Managers's portfolio in Q1 2026, its #18 holding.
Premier Fund Managers first reported a position in HealthEquity in Q2 2020 and has held it in 12 quarters since.
Premier Fund Managers's HealthEquity position peaked at $64.3M in Q2 2025.
485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Premier Fund Managers's 13F filing for Q1 2026, filed 14 May 2026.