T. Rowe Price Investment Management
HQY icon

T. Rowe Price Investment Management’s HealthEquity HQY Stock Holding History

T. Rowe Price Investment 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
Q1 		– Sell
-11,553
Closed -$1.06M – 779
2025
Q4 		$1.06M Hold
11,553
– – ﹤0.01% 638
2025
Q3 		$1.09M Sell
11,553
-590,267
-98% -$55.5M ﹤0.01% 635
2025
Q2 		$63M Sell
601,820
-92,900
-13% -$8.81M 0.04% 354
2025
Q1 		$61.4M Sell
694,720
-119,314
-15% -$12.2M 0.04% 359
2024
Q4 		$78.1M Buy
+814,034
New +$75.9M 0.05% 333

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management's HQY Position: Q1 2026 in Review

T. Rowe Price Investment Management sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 11,553 shares — an estimated $1.06M sold.

T. Rowe Price Investment Management first reported a position in HQY in Q4 2024 and held it in 5 quarters. The position peaked at $78.1M in Q4 2024. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • T. Rowe Price Investment Management reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • T. Rowe Price Investment Management sold 11,553 HealthEquity shares in Q1 2026, an estimated $1.06M.
  • T. Rowe Price Investment Management first reported a position in HealthEquity in Q4 2024 and held it in 5 quarters.
  • T. Rowe Price Investment Management's HealthEquity position peaked at $78.1M in Q4 2024.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on T. Rowe Price Investment Management's 13F filing for Q1 2026, filed 15 May 2026.