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
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 $5.72T AUM 30.48% 1-Year Est. Return
WA
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rockefeller Capital Management's HQY Position: Q1 2026 in Review

Rockefeller Capital Management increased its HealthEquity (HQY) stake by 18% in Q1 2026, buying an estimated $218K and bringing the position to 17,146 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

Rockefeller Capital Management first reported a position in HQY in Q2 2018 and has held it in 25 quarters since. The position peaked at $3.12M in Q4 2019. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Rockefeller Capital Management held 17,146 shares of HealthEquity worth $1.43M as of Q1 2026.
  • Rockefeller Capital Management bought 2,655 HealthEquity shares in Q1 2026, an estimated $218K.
  • HealthEquity made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1445 holding.
  • Rockefeller Capital Management first reported a position in HealthEquity in Q2 2018 and has held it in 25 quarters since.
  • Rockefeller Capital Management's HealthEquity position peaked at $3.12M in Q4 2019.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.