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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
Q2 		$1.55M Buy
17,142
+6,274
+58% +$532K 0.03% 153
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 $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

Sumitomo Life Insurance's HQY Position: Q2 2026 in Review

Sumitomo Life Insurance increased its HealthEquity (HQY) stake by 58% in Q2 2026, buying an estimated $532K and bringing the position to 17,142 shares worth $1.55M. The position accounts for 0.03% of the portfolio, ranked #153.

Sumitomo Life Insurance first reported a position in HQY in Q4 2025 and has held it in 3 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Sumitomo Life Insurance held 17,142 shares of HealthEquity worth $1.55M as of Q2 2026.
  • Sumitomo Life Insurance bought 6,274 HealthEquity shares in Q2 2026, an estimated $532K.
  • HealthEquity made up 0.03% of Sumitomo Life Insurance's portfolio in Q2 2026, its #153 holding.
  • Sumitomo Life Insurance first reported a position in HealthEquity in Q4 2025 and has held it in 3 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Sumitomo Life Insurance's 13F filing for Q2 2026, filed 12 Aug 2026.