Royal Bank of Canada
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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
2019
Q2 		– Sell
-700
Closed -$52K – 6991
2019
Q1 		$52K Buy
+700
New +$49.2K ﹤0.01% 5134

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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.