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Sumitomo Life Insurance’s HealthEquity HQY Stock Holding History

Sumitomo Life Insurance’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 		$908K Sell
10,868
-686
-6% -$56.3K 0.02% 198
2025
Q4 		$1.06M Buy
+11,554
New +$1.11M 0.03% 181

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

Sumitomo Life Insurance's HQY Position: Q1 2026 in Review

Sumitomo Life Insurance reduced its HealthEquity (HQY) stake by 5.9% in Q1 2026, selling an estimated $56.3K and leaving 10,868 shares worth $908K. The position accounts for 0.02% of the portfolio, ranked #198.

Sumitomo Life Insurance first reported a position in HQY in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.06M in Q4 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Sumitomo Life Insurance held 10,868 shares of HealthEquity worth $908K as of Q1 2026.
  • Sumitomo Life Insurance sold 686 HealthEquity shares in Q1 2026, an estimated $56.3K.
  • HealthEquity made up 0.02% of Sumitomo Life Insurance's portfolio in Q1 2026, its #198 holding.
  • Sumitomo Life Insurance first reported a position in HealthEquity in Q4 2025 and has held it in 2 quarters since.
  • Sumitomo Life Insurance's HealthEquity position peaked at $1.06M in Q4 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Sumitomo Life Insurance's 13F filing for Q1 2026, filed 12 May 2026.