Scientech Research LLC’s HealthEquity HQY Stock Holding History

Scientech Research LLC’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	–	Sell	-3,329	Closed	-$305K	–	590
2025 Q4	$305K	Buy	+3,329	New	+$319K	0.19%	198
2025 Q3	–	Sell	-4,770	Closed	-$500K	–	700
2025 Q2	$500K	Buy	+4,770	New	+$452K	0.12%	342
2024 Q2	–	Sell	-5,053	Closed	-$412K	–	645
2024 Q1	$412K	Buy	+5,053	New	+$395K	0.22%	209

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Scientech Research LLC's HQY Position: Q1 2026 in Review

Scientech Research LLC sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 3,329 shares — an estimated $305K sold.

Scientech Research LLC first reported a position in HQY in Q1 2024 and held it in 3 quarters. The position peaked at $500K in Q2 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

Scientech Research LLC reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
Scientech Research LLC sold 3,329 HealthEquity shares in Q1 2026, an estimated $305K.
Scientech Research LLC first reported a position in HealthEquity in Q1 2024 and held it in 3 quarters.
Scientech Research LLC's HealthEquity position peaked at $500K in Q2 2025.
485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Scientech Research LLC's 13F filing for Q1 2026, filed 15 May 2026.