SJS Investment Consulting’s HealthEquity HQY Stock Holding History

SJS Investment Consulting’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	$3.51K	Sell	42 -51	-55%	-$4.18K	﹤0.01%	1138
2025 Q4	$8.52K	Buy	93 +85	+1,063%	+$8.14K	﹤0.01%	820
2025 Q3	$759	Hold	8	–	–	﹤0.01%	1103
2025 Q2	$839	Sell	8 -3	-27%	-$284	﹤0.01%	928
2025 Q1	$973	Hold	11	–	–	﹤0.01%	1008
2024 Q4	$1.06K	Sell	11 -2	-15%	-$186	﹤0.01%	982
2024 Q3	$1.06K	Hold	13	–	–	﹤0.01%	1049
2024 Q2	$1.12K	Hold	13	–	–	﹤0.01%	984
2024 Q1	$1.06K	Hold	13	–	–	﹤0.01%	1013
2023 Q4	$862	Hold	13	–	–	﹤0.01%	1010
2023 Q3	$950	Buy	13 +5	+63%	+$338	﹤0.01%	965
2023 Q2	$506	Hold	8	–	–	﹤0.01%	1164
2023 Q1	$470	Sell	8 -6	-43%	-$364	﹤0.01%	1170
2022 Q4	$863	Buy	14 +1	+8%	+$67	﹤0.01%	1010
2022 Q3	$1K	Buy	+13	New	+$823	﹤0.01%	755
2022 Q1	$0	Buy	+2	New	+$108	﹤0.01%	985

Other funds holding HQY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

AQR Capital Management

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

William Blair Investment Management

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

Dimensional Fund Advisors

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