Rockefeller Capital Management
HQY icon

Rockefeller Capital Management’s HealthEquity HQY Stock Holding History

Rockefeller 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 		$1.52M Sell
16,778
-368
-2% -$31.2K ﹤0.01% 1509
2026
Q1 		$1.43M Buy
17,146
+2,655
+18% +$218K ﹤0.01% 1445
2025
Q4 		$1.33M Buy
14,491
+5,541
+62% +$530K ﹤0.01% 1428
2025
Q3 		$848K Buy
+8,950
New +$842K ﹤0.01% 1494
2025
Q2 		– Sell
-10,037
Closed -$887K – 1752
2025
Q1 		$887K Buy
+10,037
New +$1.03M ﹤0.01% 1308
2023
Q3 		– Sell
-7,564
Closed -$478K – 1643
2023
Q2 		$478K Sell
7,564
-33
-0.4% -$1.91K ﹤0.01% 1355
2023
Q1 		$446K Sell
7,597
-130
-2% -$7.89K ﹤0.01% 1402
2022
Q4 		$476K Buy
7,727
+167
+2% +$11.2K ﹤0.01% 1306
2022
Q3 		$507K Sell
7,560
-515
-6% -$32.6K ﹤0.01% 1259
2022
Q2 		$495K Sell
8,075
-22,091
-73% -$1.41M ﹤0.01% 1265
2022
Q1 		$2.03M Buy
30,166
+38
+0.1% +$2.05K 0.01% 795
2021
Q4 		$1.33M Sell
30,128
-331
-1% -$19.3K 0.01% 950
2021
Q3 		$1.97M Buy
30,459
+131
+0.4% +$9.1K 0.01% 758
2021
Q2 		$2.44M Sell
30,328
-11,995
-28% -$914K 0.01% 665
2021
Q1 		$2.88M Buy
42,323
+41,983
+12,348% +$3.3M 0.02% 491
2020
Q4 		$23K Buy
340
+305
+871% +$19K ﹤0.01% 1951
2020
Q3 		$1K Sell
35
-10
-22% -$549 ﹤0.01% 2484
2020
Q2 		$3K Sell
45
-42,030
-100% -$2.32M ﹤0.01% 2224
2020
Q1 		$2.13M Hold
42,075
– – 0.03% 326
2019
Q4 		$3.12M Sell
42,075
-122
-0.3% -$7.61K 0.04% 274
2019
Q3 		$2.41M Buy
42,197
+41,986
+19,899% +$2.79M 0.03% 265
2019
Q2 		$14K Sell
211
-2,693
-93% -$187K ﹤0.01% 1123
2019
Q1 		$215K Buy
2,904
+515
+22% +$36.2K ﹤0.01% 587
2018
Q4 		$143K Hold
2,389
– – ﹤0.01% 423
2018
Q3 		$226K Hold
2,389
– – ﹤0.01% 337
2018
Q2 		$179K Buy
+2,389
New +$172K ﹤0.01% 340

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

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

Rockefeller Capital Management reduced its HealthEquity (HQY) stake by 2.1% in Q2 2026, selling an estimated $31.2K and leaving 16,778 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

Rockefeller Capital Management first reported a position in HQY in Q2 2018 and has held it in 26 quarters since. The position peaked at $3.12M in Q4 2019. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Rockefeller Capital Management held 16,778 shares of HealthEquity worth $1.52M as of Q2 2026.
  • Rockefeller Capital Management sold 368 HealthEquity shares in Q2 2026, an estimated $31.2K.
  • HealthEquity made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1509 holding.
  • Rockefeller Capital Management first reported a position in HealthEquity in Q2 2018 and has held it in 26 quarters since.
  • Rockefeller Capital Management's HealthEquity position peaked at $3.12M in Q4 2019.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.