SAM
HQY icon

Smartleaf Asset Management’s HealthEquity HQY Stock Holding History

Smartleaf Asset Management’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 		$37.8K Hold
430
– – ﹤0.01% 1661
2026
Q1 		$35.1K Sell
430
-363
-46% -$29.8K ﹤0.01% 1654
2025
Q4 		$73.4K Buy
793
+271
+52% +$25.9K ﹤0.01% 1361
2025
Q3 		$49.8K Buy
522
+102
+24% +$9.6K ﹤0.01% 1400
2025
Q2 		$44K Buy
420
+29
+7% +$2.75K ﹤0.01% 1216
2025
Q1 		$34K Buy
391
+7
+2% +$718 ﹤0.01% 1346
2024
Q4 		$37.2K Buy
384
+98
+34% +$9.13K ﹤0.01% 1313
2024
Q3 		$22.9K Buy
286
+30
+12% +$2.31K ﹤0.01% 1272
2024
Q2 		$21.6K Buy
256
+242
+1,729% +$19.6K ﹤0.01% 1007
2024
Q1 		$1.12K Buy
14
+13
+1,300% +$1.01K ﹤0.01% 1596
2023
Q4 		$0 Buy
+1
New +$69 ﹤0.01% 1174

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

Smartleaf Asset Management's HQY Position: Q2 2026 in Review

Smartleaf Asset Management held its HealthEquity (HQY) position steady in Q2 2026 at 430 shares worth $37.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

Smartleaf Asset Management first reported a position in HQY in Q4 2023 and has held it in 11 quarters since. The position peaked at $73.4K in Q4 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Smartleaf Asset Management held 430 shares of HealthEquity worth $37.8K as of Q2 2026.
  • Smartleaf Asset Management left its HealthEquity share count unchanged in Q2 2026.
  • HealthEquity made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1661 holding.
  • Smartleaf Asset Management first reported a position in HealthEquity in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's HealthEquity position peaked at $73.4K in Q4 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.