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State of Wyoming’s HealthEquity HQY Stock Holding History

State of Wyoming’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 		$377K Sell
4,169
-6,198
-60% -$525K 0.04% 572
2026
Q1 		$866K Buy
+10,367
New +$851K 0.1% 117
2025
Q4 		– Sell
-4,779
Closed -$453K – 1943
2025
Q3 		$453K Buy
4,779
+1,708
+56% +$161K 0.05% 366
2025
Q2 		$322K Sell
3,071
-2,844
-48% -$270K 0.04% 602
2025
Q1 		$523K Buy
5,915
+169
+3% +$17.3K 0.07% 215
2024
Q4 		$551K Buy
5,746
+14
+0.2% +$1.3K 0.07% 214
2024
Q3 		$469K Buy
5,732
+608
+12% +$46.9K 0.07% 215
2024
Q2 		$442K Buy
5,124
+356
+7% +$28.8K 0.07% 161
2024
Q1 		$389K Sell
4,768
-2,563
-35% -$200K 0.06% 226
2023
Q4 		$486K Buy
7,331
+2,481
+51% +$172K 0.09% 123
2023
Q3 		$354K Buy
4,850
+1,477
+44% +$99.8K 0.08% 157
2023
Q2 		$213K Buy
3,373
+1,190
+55% +$69K 0.06% 347
2023
Q1 		$128K Sell
2,183
-1,610
-42% -$97.8K 0.04% 622
2022
Q4 		$234K Buy
3,793
+1,717
+83% +$115K 0.08% 226
2022
Q3 		$139K Sell
2,076
-217
-9% -$13.7K 0.07% 393
2022
Q2 		$141K Sell
2,293
-824
-26% -$52.8K 0.09% 287
2022
Q1 		$211K Buy
3,117
+340
+12% +$18.4K 0.11% 178
2021
Q4 		$123K Buy
2,777
+226
+9% +$13.2K 0.06% 479
2021
Q3 		$165K Buy
2,551
+835
+49% +$58K 0.11% 224
2021
Q2 		$138K Buy
+1,716
New +$131K 0.09% 306

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

State of Wyoming's HQY Position: Q2 2026 in Review

State of Wyoming reduced its HealthEquity (HQY) stake by 60% in Q2 2026, selling an estimated $525K and leaving 4,169 shares worth $377K. The position accounts for 0.04% of the portfolio, ranked #572.

State of Wyoming first reported a position in HQY in Q2 2021 and has held it in 20 quarters since. The position peaked at $866K in Q1 2026. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • State of Wyoming held 4,169 shares of HealthEquity worth $377K as of Q2 2026.
  • State of Wyoming sold 6,198 HealthEquity shares in Q2 2026, an estimated $525K.
  • HealthEquity made up 0.04% of State of Wyoming's portfolio in Q2 2026, its #572 holding.
  • State of Wyoming first reported a position in HealthEquity in Q2 2021 and has held it in 20 quarters since.
  • State of Wyoming's HealthEquity position peaked at $866K in Q1 2026.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on State of Wyoming's 13F filing for Q2 2026, filed 6 Aug 2026.