Royal Bank of Canada
HQY icon

Royal Bank of Canada’s HealthEquity HQY Stock Holding History

Royal Bank of Canada’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 		$25M Sell
299,007
-39,458
-12% -$3.24M ﹤0.01% 1304
2025
Q4 		$31M Sell
338,465
-12,637
-4% -$1.21M 0.01% 1189
2025
Q3 		$33.3M Sell
351,102
-123,485
-26% -$11.6M 0.01% 1249
2025
Q2 		$49.7M Buy
474,587
+68,353
+17% +$6.48M 0.01% 933
2025
Q1 		$35.9M Sell
406,234
-26,956
-6% -$2.76M 0.01% 959
2024
Q4 		$41.6M Buy
433,190
+41,434
+11% +$3.86M 0.01% 919
2024
Q3 		$32.1M Buy
391,756
+70,791
+22% +$5.46M 0.01% 1056
2024
Q2 		$27.7M Sell
320,965
-9,728
-3% -$786K 0.01% 1074
2024
Q1 		$27M Sell
330,693
-21,768
-6% -$1.7M 0.01% 1092
2023
Q4 		$23.4M Buy
352,461
+7,209
+2% +$500K 0.01% 1198
2023
Q3 		$25.2M Buy
345,252
+1,977
+0.6% +$134K 0.01% 1031
2023
Q2 		$21.7M Sell
343,275
-5,149
-1% -$299K 0.01% 1123
2023
Q1 		$20.5M Sell
348,424
-82,987
-19% -$5.04M 0.01% 1122
2022
Q4 		$26.6M Sell
431,411
-63,544
-13% -$4.27M 0.01% 986
2022
Q3 		$33.2M Buy
494,955
+31,860
+7% +$2.02M 0.01% 803
2022
Q2 		$28.4M Buy
463,095
+181
+0% +$11.6K 0.01% 907
2022
Q1 		$31.2M Sell
462,914
-180,720
-28% -$9.76M 0.01% 975
2021
Q4 		$28.5M Sell
643,634
-54,845
-8% -$3.19M 0.01% 1153
2021
Q3 		$45.2M Buy
698,479
+10,610
+2% +$737K 0.01% 806
2021
Q2 		$55.4M Sell
687,869
-3,902
-0.6% -$297K 0.01% 699
2021
Q1 		$47M Sell
691,771
-70,836
-9% -$5.57M 0.01% 736
2020
Q4 		$53.2M Sell
762,607
-113,033
-13% -$7.03M 0.02% 685
2020
Q3 		$45M Buy
875,640
+53,762
+7% +$2.95M 0.02% 655
2020
Q2 		$48.2M Buy
821,878
+54,821
+7% +$3.03M 0.02% 589
2020
Q1 		$38.8M Buy
767,057
+102,567
+15% +$6.81M 0.02% 591
2019
Q4 		$49.2M Buy
664,490
+42,404
+7% +$2.65M 0.02% 636
2019
Q3 		$35.5M Buy
622,086
+13,284
+2% +$882K 0.01% 735
2019
Q2 		$39.8M Buy
608,802
+28,074
+5% +$1.95M 0.02% 687
2019
Q1 		$43M Sell
580,728
-56,483
-9% -$3.97M 0.02% 635
2018
Q4 		$38M Buy
637,211
+473
+0.1% +$38.1K 0.02% 641
2018
Q3 		$60.1M Sell
636,738
-87,059
-12% -$7.5M 0.03% 510
2018
Q2 		$54.4M Sell
723,797
-200,557
-22% -$14.4M 0.02% 527
2018
Q1 		$56M Sell
924,354
-467,868
-34% -$25.3M 0.03% 534
2017
Q4 		$65M Buy
1,392,222
+350,138
+34% +$17.3M 0.03% 485
2017
Q3 		$52.7M Buy
1,042,084
+778,306
+295% +$36.2M 0.03% 536
2017
Q2 		$13.1M Buy
263,778
+79,144
+43% +$3.7M 0.01% 1332
2017
Q1 		$7.84M Buy
184,634
+181,117
+5,150% +$8.01M ﹤0.01% 1626
2016
Q4 		$142K Buy
3,517
+1,871
+114% +$72.3K ﹤0.01% 4690
2016
Q3 		$63K Buy
+1,646
New +$52.1K ﹤0.01% 5046
2016
Q1 		– Sell
-219
Closed -$5K – 6481
2015
Q4 		$5K Sell
219
-1,236
-85% -$38K ﹤0.01% 6154
2015
Q3 		$43K Buy
1,455
+12
+0.8% +$377 ﹤0.01% 5214
2015
Q2 		$46K Buy
1,443
+1,171
+431% +$31.4K ﹤0.01% 5259
2015
Q1 		$7K Sell
272
-187
-41% -$4.05K ﹤0.01% 5660
2014
Q4 		$11K Buy
+459
New +$9.96K ﹤0.01% 5578

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

Royal Bank of Canada's HQY Position: Q1 2026 in Review

Royal Bank of Canada reduced its HealthEquity (HQY) stake by 12% in Q1 2026, selling an estimated $3.24M and leaving 299,007 shares worth $25M. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

Royal Bank of Canada first reported a position in HQY in Q4 2014 and has held it in 44 quarters since. The position peaked at $65M in Q4 2017. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Royal Bank of Canada held 299,007 shares of HealthEquity worth $25M as of Q1 2026.
  • Royal Bank of Canada sold 39,458 HealthEquity shares in Q1 2026, an estimated $3.24M.
  • HealthEquity made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #1304 holding.
  • Royal Bank of Canada first reported a position in HealthEquity in Q4 2014 and has held it in 44 quarters since.
  • Royal Bank of Canada's HealthEquity position peaked at $65M in Q4 2017.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.