Raymond James Financial
HQY icon

Raymond James Financial’s HealthEquity HQY Stock Holding History

Raymond James Financial’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 		$39M Buy
431,967
+51,473
+14% +$4.36M 0.01% 1074
2026
Q1 		$31.6M Sell
380,494
-30,317
-7% -$2.49M 0.01% 1150
2025
Q4 		$37.8M Sell
410,811
-2,352
-0.6% -$225K 0.01% 1002
2025
Q3 		$39.2M Sell
413,163
-11,842
-3% -$1.11M 0.01% 957
2025
Q2 		$44.5M Sell
425,005
-8,623
-2% -$817K 0.02% 826
2025
Q1 		$38.3M Sell
433,628
-42,949
-9% -$4.4M 0.01% 866
2024
Q4 		$45.7M Buy
+476,577
New +$44.4M 0.02% 769

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 $3.38T AUM 44.17% 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

Raymond James Financial's HQY Position: Q2 2026 in Review

Raymond James Financial increased its HealthEquity (HQY) stake by 14% in Q2 2026, buying an estimated $4.36M and bringing the position to 431,967 shares worth $39M. The position accounts for 0.01% of the portfolio, ranked #1074.

Raymond James Financial first reported a position in HQY in Q4 2024 and has held it in 7 quarters since. The position peaked at $45.7M in Q4 2024. 501 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Raymond James Financial held 431,967 shares of HealthEquity worth $39M as of Q2 2026.
  • Raymond James Financial bought 51,473 HealthEquity shares in Q2 2026, an estimated $4.36M.
  • HealthEquity made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1074 holding.
  • Raymond James Financial first reported a position in HealthEquity in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's HealthEquity position peaked at $45.7M in Q4 2024.
  • 501 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.