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Swiss Life Asset Management’s HealthEquity HQY Stock Holding History

Swiss Life 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 		$601K Buy
6,658
+488
+8% +$41.4K ﹤0.01% 873
2026
Q1 		$516K Buy
6,170
+2,178
+55% +$179K ﹤0.01% 854
2025
Q4 		$366K Hold
3,992
– – ﹤0.01% 923
2025
Q3 		$378K Buy
3,992
+1,757
+79% +$165K ﹤0.01% 809
2025
Q2 		$234K Buy
+2,235
New +$212K ﹤0.01% 771

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
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
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Swiss Life Asset Management's HQY Position: Q2 2026 in Review

Swiss Life Asset Management increased its HealthEquity (HQY) stake by 7.9% in Q2 2026, buying an estimated $41.4K and bringing the position to 6,658 shares worth $601K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Swiss Life Asset Management first reported a position in HQY in Q2 2025 and has held it in 5 quarters since. 324 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Swiss Life Asset Management held 6,658 shares of HealthEquity worth $601K as of Q2 2026.
  • Swiss Life Asset Management bought 488 HealthEquity shares in Q2 2026, an estimated $41.4K.
  • HealthEquity made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #873 holding.
  • Swiss Life Asset Management first reported a position in HealthEquity in Q2 2025 and has held it in 5 quarters since.
  • 324 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.