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HQY icon

SBI Securities’s HealthEquity HQY Stock Holding History

SBI Securities’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 		$29.6K Sell
328
-250
-43% -$21.2K ﹤0.01% 1383
2026
Q1 		$48.3K Sell
578
-294
-34% -$24.1K ﹤0.01% 1108
2025
Q4 		$79.9K Buy
872
+32
+4% +$3.06K ﹤0.01% 917
2025
Q3 		$79.6K Buy
840
+84
+11% +$7.91K ﹤0.01% 921
2025
Q2 		$79.2K Buy
756
+753
+25,100% +$71.4K ﹤0.01% 894
2025
Q1 		$265 Buy
3
+2
+200% +$205 ﹤0.01% 3119
2024
Q4 		$96 Buy
+1
New +$93 ﹤0.01% 3468

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

SBI Securities's HQY Position: Q2 2026 in Review

SBI Securities reduced its HealthEquity (HQY) stake by 43% in Q2 2026, selling an estimated $21.2K and leaving 328 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

SBI Securities first reported a position in HQY in Q4 2024 and has held it in 7 quarters since. The position peaked at $79.9K in Q4 2025. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • SBI Securities held 328 shares of HealthEquity worth $29.6K as of Q2 2026.
  • SBI Securities sold 250 HealthEquity shares in Q2 2026, an estimated $21.2K.
  • HealthEquity made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1383 holding.
  • SBI Securities first reported a position in HealthEquity in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's HealthEquity position peaked at $79.9K in Q4 2025.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.