SG Americas Securities’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.51M | Sell |
16,750
-604
| -3% | -$51.2K | ﹤0.01% | 1644 |
|
|
2026
Q1 | $1.45M | Buy |
17,354
+4,112
| +31% | +$337K | ﹤0.01% | 1542 |
|
|
2025
Q4 | $1.21M | Buy |
13,242
+527
| +4% | +$50.5K | ﹤0.01% | 1855 |
|
|
2025
Q3 | $1.21M | Buy |
12,715
+8,152
| +179% | +$767K | ﹤0.01% | 1287 |
|
|
2025
Q2 | $478K | Sell |
4,563
-1,280
| -22% | -$121K | ﹤0.01% | 1711 |
|
|
2025
Q1 | $516K | Buy |
5,843
+388
| +7% | +$39.8K | ﹤0.01% | 1749 |
|
|
2024
Q4 | $523K | Sell |
5,455
-6,216
| -53% | -$579K | ﹤0.01% | 1304 |
|
|
2024
Q3 | $955K | Buy |
11,671
+7,873
| +207% | +$607K | ﹤0.01% | 1117 |
|
|
2024
Q2 | $327K | Buy |
3,798
+1,241
| +49% | +$100K | ﹤0.01% | 1914 |
|
|
2024
Q1 | $209K | Sell |
2,557
-2,256
| -47% | -$176K | ﹤0.01% | 1944 |
|
|
2023
Q4 | $319K | Sell |
4,813
-32,384
| -87% | -$2.25M | ﹤0.01% | 1784 |
|
|
2023
Q3 | $2.72M | Buy |
37,197
+35,504
| +2,097% | +$2.4M | 0.03% | 562 |
|
|
2023
Q2 | $107K | Sell |
1,693
-40,340
| -96% | -$2.34M | ﹤0.01% | 2064 |
|
|
2023
Q1 | $2.47M | Buy |
42,033
+14,478
| +53% | +$879K | 0.03% | 558 |
|
|
2022
Q4 | $1.7M | Buy |
27,555
+25,884
| +1,549% | +$1.74M | 0.02% | 638 |
|
|
2022
Q3 | $112K | Sell |
1,671
-21,332
| -93% | -$1.35M | ﹤0.01% | 2782 |
|
|
2022
Q2 | $1.41M | Buy |
23,003
+6,849
| +42% | +$439K | 0.02% | 994 |
|
|
2022
Q1 | $1.09M | Buy |
16,154
+6,610
| +69% | +$357K | 0.01% | 1367 |
|
|
2021
Q4 | $422K | Sell |
9,544
-9,733
| -50% | -$567K | ﹤0.01% | 2259 |
|
|
2021
Q3 | $1.25M | Buy |
19,277
+6,536
| +51% | +$454K | 0.01% | 1707 |
|
|
2021
Q2 | $1.02M | Sell |
12,741
-1,167
| -8% | -$88.9K | ﹤0.01% | 1541 |
|
|
2021
Q1 | $946K | Buy |
13,908
+4,618
| +50% | +$363K | 0.01% | 1578 |
|
|
2020
Q4 | $648K | Sell |
9,290
-2,933
| -24% | -$182K | ﹤0.01% | 1795 |
|
|
2020
Q3 | $628K | Sell |
12,223
-25,226
| -67% | -$1.39M | ﹤0.01% | 1485 |
|
|
2020
Q2 | $2.2M | Sell |
37,449
-7,215
| -16% | -$399K | 0.02% | 766 |
|
|
2020
Q1 | $2.26M | Sell |
44,664
-8,423
| -16% | -$559K | 0.02% | 732 |
|
|
2019
Q4 | $3.93M | Buy |
53,087
+33,706
| +174% | +$2.1M | 0.04% | 493 |
|
|
2019
Q3 | $1.11M | Sell |
19,381
-2,502
| -11% | -$166K | 0.01% | 1350 |
|
|
2019
Q2 | $1.43M | Buy |
21,883
+13,456
| +160% | +$937K | 0.01% | 1218 |
|
|
2019
Q1 | $623K | Buy |
8,427
+3,988
| +90% | +$280K | 0.01% | 1648 |
|
|
2018
Q4 | $265K | Sell |
4,439
-19,732
| -82% | -$1.59M | ﹤0.01% | 2252 |
|
|
2018
Q3 | $2.28M | Sell |
24,171
-2,675
| -10% | -$230K | 0.02% | 1058 |
|
|
2018
Q2 | $2.02M | Buy |
26,846
+4,194
| +19% | +$301K | 0.02% | 938 |
|
|
2018
Q1 | $1.37M | Buy |
22,652
+3,003
| +15% | +$163K | 0.01% | 1092 |
|
|
2017
Q4 | $917K | Sell |
19,649
-4,154
| -17% | -$206K | 0.01% | 1433 |
|
|
2017
Q3 | $1.2M | Buy |
23,803
+16,625
| +232% | +$774K | 0.01% | 1128 |
|
|
2017
Q2 | $358K | Buy |
+7,178
| New | +$336K | ﹤0.01% | 2059 |
|
|
2017
Q1 | – | Sell |
-4,828
| Closed | -$196K | – | 3391 |
|
|
2016
Q4 | $196K | Sell |
4,828
-978
| -17% | -$37.8K | ﹤0.01% | 2362 |
|
|
2016
Q3 | $220K | Buy |
+5,806
| New | +$184K | ﹤0.01% | 2421 |
|
Other funds holding HQY
WA
SG Americas Securities's HQY Position: Q2 2026 in Review
SG Americas Securities reduced its HealthEquity (HQY) stake by 3.5% in Q2 2026, selling an estimated $51.2K and leaving 16,750 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1644.
SG Americas Securities first reported a position in HQY in Q3 2016 and has held it in 39 quarters since. The position peaked at $3.93M in Q4 2019. 496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.
- SG Americas Securities held 16,750 shares of HealthEquity worth $1.51M as of Q2 2026.
- SG Americas Securities sold 604 HealthEquity shares in Q2 2026, an estimated $51.2K.
- HealthEquity made up ﹤0.01% of SG Americas Securities's portfolio in Q2 2026, its #1644 holding.
- SG Americas Securities first reported a position in HealthEquity in Q3 2016 and has held it in 39 quarters since.
- SG Americas Securities's HealthEquity position peaked at $3.93M in Q4 2019.
- 496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.
Based on SG Americas Securities's 13F filing for Q2 2026, filed 7 Aug 2026.