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 $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sunbelt Securities's HQY Position: Q1 2026 in Review

Sunbelt Securities held its HealthEquity (HQY) position steady in Q1 2026 at 13 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2071.

Sunbelt Securities first reported a position in HQY in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.26K in Q4 2024. 487 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

Sunbelt Securities held 13 shares of HealthEquity worth $1.09K as of Q1 2026.
Sunbelt Securities left its HealthEquity share count unchanged in Q1 2026.
HealthEquity made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2071 holding.
Sunbelt Securities first reported a position in HealthEquity in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's HealthEquity position peaked at $1.26K in Q4 2024.
487 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.