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Sequoia Financial Advisors’s HealthEquity HQY Stock Holding History

Sequoia Financial Advisors’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
-36,141
Closed -$3.31M – 1995
2025
Q4 		$3.31M Buy
36,141
+4,252
+13% +$407K 0.02% 428
2025
Q3 		$3.02M Buy
31,889
+2,158
+7% +$203K 0.02% 416
2025
Q2 		$3.11M Buy
29,731
+13,086
+79% +$1.24M 0.02% 375
2025
Q1 		$1.47M Buy
16,645
+2,281
+16% +$234K 0.01% 508
2024
Q4 		$1.38M Buy
14,364
+1,050
+8% +$97.8K 0.01% 496
2024
Q3 		$1.09M Buy
13,314
+303
+2% +$23.4K 0.01% 513
2024
Q2 		$1.12M Buy
+13,011
New +$1.05M 0.01% 462

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
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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sequoia Financial Advisors's HQY Position: Q1 2026 in Review

Sequoia Financial Advisors sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 36,141 shares — an estimated $3.31M sold.

Sequoia Financial Advisors first reported a position in HQY in Q2 2024 and held it in 7 quarters. The position peaked at $3.31M in Q4 2025. 487 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Sequoia Financial Advisors reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 36,141 HealthEquity shares in Q1 2026, an estimated $3.31M.
  • Sequoia Financial Advisors first reported a position in HealthEquity in Q2 2024 and held it in 7 quarters.
  • Sequoia Financial Advisors's HealthEquity position peaked at $3.31M in Q4 2025.
  • 487 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.