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
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 $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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