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Sumitomo Mitsui DS Asset Management’s HealthEquity HQY Stock Holding History

Sumitomo Mitsui DS 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
Q2 		$6.55M Buy
72,502
+25,772
+55% +$2.18M 0.05% 295
2026
Q1 		$3.91M Sell
46,730
-1,087
-2% -$89.2K 0.03% 369
2025
Q4 		$4.38M Buy
+47,817
New +$4.58M 0.03% 345

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 Mitsui DS Asset Management's HQY Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management increased its HealthEquity (HQY) stake by 55% in Q2 2026, buying an estimated $2.18M and bringing the position to 72,502 shares worth $6.55M. The position accounts for 0.05% of the portfolio, ranked #295.

Sumitomo Mitsui DS Asset Management first reported a position in HQY in Q4 2025 and has held it in 3 quarters since. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Sumitomo Mitsui DS Asset Management held 72,502 shares of HealthEquity worth $6.55M as of Q2 2026.
  • Sumitomo Mitsui DS Asset Management bought 25,772 HealthEquity shares in Q2 2026, an estimated $2.18M.
  • HealthEquity made up 0.05% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #295 holding.
  • Sumitomo Mitsui DS Asset Management first reported a position in HealthEquity in Q4 2025 and has held it in 3 quarters since.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.