Sunbelt Securities’s HealthEquity HQY Stock Holding History

Sunbelt Securities’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	$1.09K	Hold	13	–	–	﹤0.01%	2071
2025 Q4	$1.19K	Hold	13	–	–	﹤0.01%	2010
2025 Q3	$1.23K	Hold	13	–	–	﹤0.01%	1994
2025 Q2	$1.25K	Hold	13	–	–	﹤0.01%	1646
2025 Q1	$1.15K	Hold	13	–	–	﹤0.01%	1634
2024 Q4	$1.26K	Hold	13	–	–	﹤0.01%	1647
2024 Q3	$1.06K	Hold	13	–	–	﹤0.01%	1678
2024 Q2	$1.12K	Hold	13	–	–	﹤0.01%	1604
2024 Q1	$1.06K	Hold	13	–	–	﹤0.01%	1573
2023 Q4	$862	Hold	13	–	–	﹤0.01%	1554
2023 Q3	$950	Hold	13	–	–	﹤0.01%	1601
2023 Q2	$821	Hold	13	–	–	﹤0.01%	1550
2023 Q1	$753	Buy	+13	New	+$789	﹤0.01%	1522

Other funds holding HQY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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