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Summitry LLC’s HealthEquity HQY Stock Holding History

Summitry LLC’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 		$466K Buy
5,159
+788
+18% +$66.8K 0.02% 169
2026
Q1 		$365K Buy
4,371
+408
+10% +$33.5K 0.01% 173
2025
Q4 		$363K Buy
3,963
+606
+18% +$58K 0.02% 150
2025
Q3 		$318K Buy
3,357
+473
+16% +$44.5K 0.01% 148
2025
Q2 		$302K Buy
2,884
+611
+27% +$57.9K 0.01% 130
2025
Q1 		$201K Buy
+2,273
New +$233K 0.01% 137

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

Summitry LLC's HQY Position: Q2 2026 in Review

Summitry LLC increased its HealthEquity (HQY) stake by 18% in Q2 2026, buying an estimated $66.8K and bringing the position to 5,159 shares worth $466K. The position accounts for 0.02% of the portfolio, ranked #169.

Summitry LLC first reported a position in HQY in Q1 2025 and has held it in 6 quarters since. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Summitry LLC held 5,159 shares of HealthEquity worth $466K as of Q2 2026.
  • Summitry LLC bought 788 HealthEquity shares in Q2 2026, an estimated $66.8K.
  • HealthEquity made up 0.02% of Summitry LLC's portfolio in Q2 2026, its #169 holding.
  • Summitry LLC first reported a position in HealthEquity in Q1 2025 and has held it in 6 quarters since.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.