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Sachetta’s HealthEquity HQY Stock Holding History

Sachetta’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 		$4.7K Buy
52
+1
+2% +$85 ﹤0.01% 672
2026
Q1 		$4.26K Buy
51
+39
+325% +$3.2K ﹤0.01% 712
2025
Q4 		$1.1K Hold
12
– – ﹤0.01% 892
2025
Q3 		$1.14K Sell
12
-19
-61% -$1.79K ﹤0.01% 945
2025
Q2 		$3.25K Buy
31
+19
+158% +$1.8K ﹤0.01% 690
2025
Q1 		$1.06K Hold
12
– – ﹤0.01% 925
2024
Q4 		$1.15K Hold
12
– – ﹤0.01% 965
2024
Q3 		$983 Sell
12
-25
-68% -$1.93K ﹤0.01% 1034
2024
Q2 		$2.9K Buy
37
+25
+208% +$2.02K ﹤0.01% 732
2024
Q1 		$796 Hold
12
– – ﹤0.01% 971
2023
Q4 		$796 Buy
+12
New +$832 ﹤0.01% 971

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 $3.37T AUM 44.26% 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

Sachetta's HQY Position: Q2 2026 in Review

Sachetta increased its HealthEquity (HQY) stake by 2% in Q2 2026, buying an estimated $85 and bringing the position to 52 shares worth $4.7K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Sachetta first reported a position in HQY in Q4 2023 and has held it in 11 quarters since. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Sachetta held 52 shares of HealthEquity worth $4.7K as of Q2 2026.
  • Sachetta bought 1 HealthEquity share in Q2 2026, an estimated $85.
  • HealthEquity made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #672 holding.
  • Sachetta first reported a position in HealthEquity in Q4 2023 and has held it in 11 quarters since.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.