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Segall Bryant & Hamill’s HealthEquity HQY Stock Holding History

Segall Bryant & Hamill’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 		$21.5M Buy
238,243
+69,194
+41% +$5.87M 0.26% 143
2026
Q1 		$14.1M Sell
169,049
-8,759
-5% -$719K 0.2% 177
2025
Q4 		$16.3M Buy
177,808
+7,959
+5% +$762K 0.22% 163
2025
Q3 		$16.1M Buy
169,849
+4,107
+2% +$387K 0.21% 165
2025
Q2 		$17.4M Buy
165,742
+65,151
+65% +$6.18M 0.24% 140
2025
Q1 		$8.89M Buy
100,591
+33,844
+51% +$3.47M 0.14% 238
2024
Q4 		$6.4M Sell
66,747
-897
-1% -$83.6K 0.09% 293
2024
Q3 		$5.54M Sell
67,644
-2,758
-4% -$213K 0.08% 315
2024
Q2 		$6.07M Buy
+70,402
New +$5.69M 0.11% 252
2019
Q1 		– Sell
-14,639
Closed -$873K – 839
2018
Q4 		$873K Sell
14,639
-318
-2% -$25.6K 0.02% 541
2018
Q3 		$1.41M Sell
14,957
-39
-0.3% -$3.36K 0.02% 497
2018
Q2 		$1.13M Buy
+14,996
New +$1.08M 0.02% 518

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

Segall Bryant & Hamill's HQY Position: Q2 2026 in Review

Segall Bryant & Hamill increased its HealthEquity (HQY) stake by 41% in Q2 2026, buying an estimated $5.87M and bringing the position to 238,243 shares worth $21.5M. The position accounts for 0.26% of the portfolio, ranked #143.

Segall Bryant & Hamill first reported a position in HQY in Q2 2018 and has held it in 12 quarters since. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Segall Bryant & Hamill held 238,243 shares of HealthEquity worth $21.5M as of Q2 2026.
  • Segall Bryant & Hamill bought 69,194 HealthEquity shares in Q2 2026, an estimated $5.87M.
  • HealthEquity made up 0.26% of Segall Bryant & Hamill's portfolio in Q2 2026, its #143 holding.
  • Segall Bryant & Hamill first reported a position in HealthEquity in Q2 2018 and has held it in 12 quarters since.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Segall Bryant & Hamill's 13F filing for Q2 2026, filed 12 Aug 2026.