State of Wisconsin Investment Board
HQY icon

State of Wisconsin Investment Board’s HealthEquity HQY Stock Holding History

State of Wisconsin Investment Board’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 		$8.48M Sell
101,512
-16,631
-14% -$1.36M 0.02% 746
2025
Q4 		$10.8M Sell
118,143
-877
-0.7% -$84K 0.02% 637
2025
Q3 		$11.3M Buy
119,020
+18,649
+19% +$1.76M 0.03% 585
2025
Q2 		$10.5M Sell
100,371
-4,066
-4% -$385K 0.03% 616
2025
Q1 		$9.23M Buy
104,437
+1,900
+2% +$195K 0.02% 671
2024
Q4 		$9.84M Buy
102,537
+3,427
+3% +$319K 0.03% 660
2024
Q3 		$8.11M Sell
99,110
-700
-0.7% -$54K 0.02% 750
2024
Q2 		$8.6M Buy
99,810
+543
+0.5% +$43.9K 0.02% 681
2024
Q1 		$8.1M Sell
99,267
-12,890
-11% -$1.01M 0.02% 734
2023
Q4 		$7.44M Sell
112,157
-2,653
-2% -$184K 0.02% 785
2023
Q3 		$8.39M Sell
114,810
-7,524
-6% -$508K 0.03% 656
2023
Q2 		$7.72M Sell
122,334
-2,546
-2% -$148K 0.02% 733
2023
Q1 		$7.33M Sell
124,880
-15,037
-11% -$913K 0.02% 755
2022
Q4 		$8.62M Sell
139,917
-5,207
-4% -$350K 0.03% 642
2022
Q3 		$9.75M Sell
145,124
-5,121
-3% -$324K 0.03% 579
2022
Q2 		$9.22M Sell
150,245
-52,755
-26% -$3.38M 0.02% 677
2022
Q1 		$13.7M Hold
203,000
– – 0.03% 623
2021
Q4 		$8.98M Sell
203,000
-217,832
-52% -$12.7M 0.02% 829
2021
Q3 		$27.3M Buy
420,832
+180,068
+75% +$12.5M 0.06% 362
2021
Q2 		$19.4M Buy
240,764
+34,564
+17% +$2.63M 0.04% 478
2021
Q1 		$14M Sell
206,200
-119,166
-37% -$9.36M 0.03% 594
2020
Q4 		$22.7M Buy
325,366
+22,676
+7% +$1.41M 0.05% 380
2020
Q3 		$15.5M Buy
302,690
+74,390
+33% +$4.09M 0.04% 460
2020
Q2 		$13.4M Sell
228,300
-76,550
-25% -$4.23M 0.04% 476
2020
Q1 		$15.4M Buy
304,850
+25,041
+9% +$1.66M 0.05% 374
2019
Q4 		$20.7M Buy
279,809
+11,930
+4% +$744K 0.05% 382
2019
Q3 		$15.3M Buy
267,879
+31,101
+13% +$2.06M 0.04% 451
2019
Q2 		$15.5M Buy
236,778
+13,478
+6% +$938K 0.04% 452
2019
Q1 		$16.5M Buy
223,300
+51,100
+30% +$3.59M 0.05% 437
2018
Q4 		$10.3M Hold
172,200
– – 0.03% 517
2018
Q3 		$16.3M Sell
172,200
-22,800
-12% -$1.96M 0.04% 429
2018
Q2 		$14.6M Hold
195,000
– – 0.04% 469
2018
Q1 		$11.8M Hold
195,000
– – 0.03% 553
2017
Q4 		$9.1M Buy
195,000
+45,000
+30% +$2.23M 0.03% 676
2017
Q3 		$7.59M Buy
150,000
+53,885
+56% +$2.51M 0.02% 720
2017
Q2 		$4.79M Buy
+96,115
New +$4.5M 0.02% 843

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

State of Wisconsin Investment Board's HQY Position: Q1 2026 in Review

State of Wisconsin Investment Board reduced its HealthEquity (HQY) stake by 14% in Q1 2026, selling an estimated $1.36M and leaving 101,512 shares worth $8.48M. The position accounts for 0.02% of the portfolio, ranked #746.

State of Wisconsin Investment Board first reported a position in HQY in Q2 2017 and has held it in 36 quarters since. The position peaked at $27.3M in Q3 2021. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • State of Wisconsin Investment Board held 101,512 shares of HealthEquity worth $8.48M as of Q1 2026.
  • State of Wisconsin Investment Board sold 16,631 HealthEquity shares in Q1 2026, an estimated $1.36M.
  • HealthEquity made up 0.02% of State of Wisconsin Investment Board's portfolio in Q1 2026, its #746 holding.
  • State of Wisconsin Investment Board first reported a position in HealthEquity in Q2 2017 and has held it in 36 quarters since.
  • State of Wisconsin Investment Board's HealthEquity position peaked at $27.3M in Q3 2021.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2026, filed 15 May 2026.