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Radnor Capital Management’s HealthEquity HQY Stock Holding History

Radnor Capital 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
Q2 		$740K Sell
8,716
-150
-2% -$12.7K 0.1% 192
2026
Q1 		$698K Sell
8,866
-5,500
-38% -$451K 0.1% 196
2025
Q4 		$1.27M Buy
14,366
+8,126
+130% +$778K 0.19% 123
2025
Q3 		$542K Sell
6,240
-325
-5% -$30.6K 0.08% 223
2025
Q2 		$688K Buy
6,565
+525
+9% +$49.8K 0.11% 196
2025
Q1 		$534K Buy
6,040
+350
+6% +$35.9K 0.09% 215
2024
Q4 		$546K Buy
5,690
+436
+8% +$40.6K 0.09% 213
2024
Q3 		$430K Sell
5,254
-35
-0.7% -$2.7K 0.06% 252
2024
Q2 		$456K Buy
5,289
+444
+9% +$35.9K 0.14% 116
2024
Q1 		$395K Hold
4,845
– – 0.07% 250
2023
Q4 		$321K Buy
4,845
+40
+0.8% +$2.77K 0.06% 263
2023
Q3 		$351K Buy
4,805
+100
+2% +$6.76K 0.07% 243
2023
Q2 		$297K Buy
4,705
+110
+2% +$6.38K 0.13% 106
2023
Q1 		$270K Hold
4,595
– – 0.07% 179
2022
Q4 		$278K Hold
4,595
– – 0.07% 211
2022
Q3 		$309K Hold
4,595
– – 0.09% 185
2022
Q2 		$282K Buy
+4,595
New +$294K 0.08% 196
2021
Q4 		– Sell
-5,330
Closed -$345K – 248
2021
Q3 		$345K Buy
5,330
+75
+1% +$5.21K 0.2% 71
2021
Q2 		$423K Sell
5,255
-1,765
-25% -$134K 0.14% 130
2021
Q1 		$477K Sell
7,020
-120
-2% -$9.43K 0.15% 140
2020
Q4 		$498K Sell
7,140
-400
-5% -$24.9K 0.14% 129
2020
Q3 		$387K Sell
7,540
-1,300
-15% -$71.4K 0.13% 132
2020
Q2 		$525K Hold
8,840
– – 0.19% 109
2020
Q1 		$447K Hold
8,840
– – 0.18% 106
2019
Q4 		$655K Buy
8,840
+140
+2% +$8.73K 0.2% 98
2019
Q3 		$497K Buy
+8,700
New +$577K 0.16% 114

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

Radnor Capital Management's HQY Position: Q2 2026 in Review

Radnor Capital Management reduced its HealthEquity (HQY) stake by 1.7% in Q2 2026, selling an estimated $12.7K and leaving 8,716 shares worth $740K. The position accounts for 0.1% of the portfolio, ranked #192.

Radnor Capital Management first reported a position in HQY in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.27M in Q4 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Radnor Capital Management held 8,716 shares of HealthEquity worth $740K as of Q2 2026.
  • Radnor Capital Management sold 150 HealthEquity shares in Q2 2026, an estimated $12.7K.
  • HealthEquity made up 0.1% of Radnor Capital Management's portfolio in Q2 2026, its #192 holding.
  • Radnor Capital Management first reported a position in HealthEquity in Q3 2019 and has held it in 26 quarters since.
  • Radnor Capital Management's HealthEquity position peaked at $1.27M in Q4 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Radnor Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.