SBWIC
HQY icon

Schaper Benz & Wise Investment Counsel’s HealthEquity HQY Stock Holding History

Schaper Benz & Wise Investment Counsel’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 		$1.33M Sell
14,732
-52
-0.4% -$4.41K 0.09% 103
2026
Q1 		$1.24M Hold
14,784
– – 0.09% 99
2025
Q4 		$1.35M Sell
14,784
-811
-5% -$77.6K 0.1% 99
2025
Q3 		$1.48M Sell
15,595
-90
-0.6% -$8.47K 0.11% 96
2025
Q2 		$1.64M Buy
15,685
+52
+0.3% +$4.93K 0.13% 92
2025
Q1 		$1.38M Sell
15,633
-33
-0.2% -$3.38K 0.11% 95
2024
Q4 		$1.5M Sell
15,666
-15
-0.1% -$1.4K 0.12% 93
2024
Q3 		$1.28M Sell
15,681
-35
-0.2% -$2.7K 0.1% 95
2024
Q2 		$1.35M Hold
15,716
– – 0.12% 91
2024
Q1 		$1.28M Sell
15,716
-15
-0.1% -$1.17K 0.11% 92
2023
Q4 		$1.04M Hold
15,731
– – 0.09% 90
2023
Q3 		$1.15M Sell
15,731
-360
-2% -$24.3K 0.11% 90
2023
Q2 		$1.02M Hold
16,091
– – 0.1% 91
2023
Q1 		$945K Sell
16,091
-30
-0.2% -$1.82K 0.1% 91
2022
Q4 		$994K Sell
16,121
-641
-4% -$43.1K 0.11% 91
2022
Q3 		$1.13M Sell
16,762
-15
-0.1% -$949 0.13% 88
2022
Q2 		$1.03M Sell
16,777
-365
-2% -$23.4K 0.11% 93
2022
Q1 		$1.16M Sell
17,142
-95
-0.6% -$5.13K 0.1% 96
2021
Q4 		$763K Sell
17,237
-4,620
-21% -$269K 0.06% 104
2021
Q3 		$1.42M Buy
21,857
+4,516
+26% +$314K 0.13% 87
2021
Q2 		$1.4M Buy
17,341
+18
+0.1% +$1.37K 0.13% 85
2021
Q1 		$1.18M Buy
17,323
+50
+0.3% +$3.93K 0.11% 85
2020
Q4 		$1.2M Sell
17,273
-2,735
-14% -$170K 0.12% 82
2020
Q3 		$1.03M Buy
20,008
+2,810
+16% +$154K 0.12% 83
2020
Q2 		$1.01M Sell
17,198
-482
-3% -$26.7K 0.13% 83
2020
Q1 		$894K Buy
17,680
+4,350
+33% +$289K 0.13% 79
2019
Q4 		$987K Buy
13,330
+1,100
+9% +$68.6K 0.12% 81
2019
Q3 		$699K Buy
+12,230
New +$812K 0.09% 83

Other funds holding HQY

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel's HQY Position: Q2 2026 in Review

Schaper Benz & Wise Investment Counsel reduced its HealthEquity (HQY) stake by 0.35% in Q2 2026, selling an estimated $4.41K and leaving 14,732 shares worth $1.33M. The position accounts for 0.09% of the portfolio, ranked #103.

Schaper Benz & Wise Investment Counsel first reported a position in HQY in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.64M in Q2 2025. 176 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Schaper Benz & Wise Investment Counsel held 14,732 shares of HealthEquity worth $1.33M as of Q2 2026.
  • Schaper Benz & Wise Investment Counsel sold 52 HealthEquity shares in Q2 2026, an estimated $4.41K.
  • HealthEquity made up 0.09% of Schaper Benz & Wise Investment Counsel's portfolio in Q2 2026, its #103 holding.
  • Schaper Benz & Wise Investment Counsel first reported a position in HealthEquity in Q3 2019 and has held it in 28 quarters since.
  • Schaper Benz & Wise Investment Counsel's HealthEquity position peaked at $1.64M in Q2 2025.
  • 176 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.