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SMA Capital’s HealthEquity HQY Stock Holding History

SMA Capital’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
-295
Closed -$24.7K – 150
2026
Q1 		$24.7K Buy
+295
New +$24.2K 0.01% 42

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 $3.38T AUM 44.17% 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

SMA Capital's HQY Position: Q2 2026 in Review

SMA Capital sold out of HealthEquity (HQY) in Q2 2026, closing a stake of 295 shares — an estimated $24.7K sold.

SMA Capital first reported a position in HQY in Q1 2026 and held it in 1 quarter. The position peaked at $24.7K in Q1 2026. 501 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • SMA Capital reported no remaining HealthEquity position as of Q2 2026 after selling out during the quarter.
  • SMA Capital sold 295 HealthEquity shares in Q2 2026, an estimated $24.7K.
  • SMA Capital first reported a position in HealthEquity in Q1 2026 and held it in 1 quarter.
  • SMA Capital's HealthEquity position peaked at $24.7K in Q1 2026.
  • 501 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on SMA Capital's 13F filing for Q2 2026, filed 14 Aug 2026.