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Signature Equity Partners’s HealthEquity HQY Stock Holding History

Signature Equity Partners’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 		– Sell
-129
Closed -$10.8K – 1635
2026
Q1 		$10.8K Sell
129
-34
-21% -$2.79K 0.01% 801
2025
Q4 		$14.9K Buy
+163
New +$15.6K 0.01% 722

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Signature Equity Partners's HQY Position: Q2 2026 in Review

Signature Equity Partners sold out of HealthEquity (HQY) in Q2 2026, closing a stake of 129 shares — an estimated $10.8K sold.

Signature Equity Partners first reported a position in HQY in Q4 2025 and held it in 2 quarters. The position peaked at $14.9K in Q4 2025. 381 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Signature Equity Partners reported no remaining HealthEquity position as of Q2 2026 after selling out during the quarter.
  • Signature Equity Partners sold 129 HealthEquity shares in Q2 2026, an estimated $10.8K.
  • Signature Equity Partners first reported a position in HealthEquity in Q4 2025 and held it in 2 quarters.
  • Signature Equity Partners's HealthEquity position peaked at $14.9K in Q4 2025.
  • 381 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.