Ray Dalio’s HealthEquity HQY Stock Holding History

Ray Dalio’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	–	Sell	-20,827	Closed	-$1.91M	–	1114
2025 Q4	$1.91M	Buy	20,827 +14,448	+226%	+$1.38M	0.01%	777
2025 Q3	$605K	Buy	+6,379	New	+$600K	﹤0.01%	903

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Ray Dalio's HQY Position: Q1 2026 in Review

Ray Dalio sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 20,827 shares — an estimated $1.91M sold.

Ray Dalio first reported a position in HQY in Q3 2025 and held it in 2 quarters. The position peaked at $1.91M in Q4 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

Ray Dalio reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
Ray Dalio sold 20,827 HealthEquity shares in Q1 2026, an estimated $1.91M.
Ray Dalio first reported a position in HealthEquity in Q3 2025 and held it in 2 quarters.
Ray Dalio's HealthEquity position peaked at $1.91M in Q4 2025.
485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.