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Stansberry Asset Management’s HealthEquity HQY Stock Holding History

Stansberry 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 		$700K Sell
8,376
-573
-6% -$47K 0.07% 111
2025
Q4 		$820K Sell
8,949
-781
-8% -$74.8K 0.08% 110
2025
Q3 		$922K Buy
9,730
+3,693
+61% +$348K 0.1% 106
2025
Q2 		$632K Sell
6,037
-353
-6% -$33.5K 0.07% 115
2025
Q1 		$565K Sell
6,390
-668
-9% -$68.5K 0.07% 110
2024
Q4 		$677K Buy
+7,058
New +$658K 0.09% 103

Other funds holding HQY

BlackRock
BlackRock New York $5.72T 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

Stansberry Asset Management's HQY Position: Q1 2026 in Review

Stansberry Asset Management reduced its HealthEquity (HQY) stake by 6.4% in Q1 2026, selling an estimated $47K and leaving 8,376 shares worth $700K. The position accounts for 0.07% of the portfolio, ranked #111.

Stansberry Asset Management first reported a position in HQY in Q4 2024 and has held it in 6 quarters since. The position peaked at $922K in Q3 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Stansberry Asset Management held 8,376 shares of HealthEquity worth $700K as of Q1 2026.
  • Stansberry Asset Management sold 573 HealthEquity shares in Q1 2026, an estimated $47K.
  • HealthEquity made up 0.07% of Stansberry Asset Management's portfolio in Q1 2026, its #111 holding.
  • Stansberry Asset Management first reported a position in HealthEquity in Q4 2024 and has held it in 6 quarters since.
  • Stansberry Asset Management's HealthEquity position peaked at $922K in Q3 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Stansberry Asset Management's 13F filing for Q1 2026, filed 15 May 2026.