Thrivent Financial for Lutherans
HQY icon

Thrivent Financial for Lutherans’s HealthEquity HQY Stock Holding History

Thrivent Financial for Lutherans’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 		$1.61M Sell
19,249
-258,093
-93% -$21.2M ﹤0.01% 1591
2025
Q4 		$25.4M Sell
277,342
-9,938
-3% -$951K 0.05% 404
2025
Q3 		$27.2M Buy
287,280
+4,838
+2% +$455K 0.05% 339
2025
Q2 		$29.6M Sell
282,442
-57,895
-17% -$5.49M 0.06% 312
2025
Q1 		$30.1M Buy
340,337
+40
+0% +$4.1K 0.07% 321
2024
Q4 		$32.7M Buy
340,297
+46,673
+16% +$4.35M 0.06% 348
2024
Q3 		$24M Buy
293,624
+73,404
+33% +$5.66M 0.05% 420
2024
Q2 		$19M Buy
220,220
+198,718
+924% +$16.1M 0.04% 469
2024
Q1 		$1.75M Buy
21,502
+111
+0.5% +$8.67K ﹤0.01% 1506
2023
Q4 		$1.42M Sell
21,391
-10
-0% -$693 ﹤0.01% 1623
2023
Q3 		$1.56M Sell
21,401
-660
-3% -$44.6K ﹤0.01% 1469
2023
Q2 		$1.39M Sell
22,061
-14,314
-39% -$830K ﹤0.01% 1581
2023
Q1 		$2.13M Sell
36,375
-359
-1% -$21.8K 0.01% 1262
2022
Q4 		$2.26M Sell
36,734
-22,932
-38% -$1.54M 0.01% 1173
2022
Q3 		$4.01M Buy
59,666
+196
+0.3% +$12.4K 0.01% 870
2022
Q2 		$3.65M Buy
59,470
+287
+0.5% +$18.4K 0.01% 931
2022
Q1 		$3.99M Sell
59,183
-21,278
-26% -$1.15M 0.01% 968
2021
Q4 		$3.56M Buy
80,461
+25,005
+45% +$1.46M 0.01% 1044
2021
Q3 		$3.59M Sell
55,456
-534
-1% -$37.1K 0.01% 1025
2021
Q2 		$4.51M Buy
55,990
+90
+0.2% +$6.86K 0.01% 975
2021
Q1 		$3.8M Buy
55,900
+267
+0.5% +$21K 0.01% 1032
2020
Q4 		$3.88M Buy
55,633
+34,978
+169% +$2.18M 0.01% 964
2020
Q3 		$1.06M Buy
20,655
+932
+5% +$51.2K ﹤0.01% 1534
2020
Q2 		$1.16M Buy
19,723
+1,203
+6% +$66.5K ﹤0.01% 1404
2020
Q1 		$937K Hold
18,520
– – ﹤0.01% 1344
2019
Q4 		$1.37M Buy
18,520
+144
+0.8% +$8.98K ﹤0.01% 1256
2019
Q3 		$1.05M Buy
18,376
+3,932
+27% +$261K ﹤0.01% 1372
2019
Q2 		$945K Buy
14,444
+381
+3% +$26.5K ﹤0.01% 1448
2019
Q1 		$1.04M Buy
14,063
+318
+2% +$22.4K ﹤0.01% 1340
2018
Q4 		$820K Buy
13,745
+1,078
+9% +$86.9K ﹤0.01% 1287
2018
Q3 		$1.2M Sell
12,667
-23,362
-65% -$2.01M ﹤0.01% 1163
2018
Q2 		$2.71M Buy
36,029
+1,323
+4% +$95K 0.01% 805
2018
Q1 		$2.1M Buy
34,706
+3,215
+10% +$174K 0.01% 875
2017
Q4 		$1.47M Buy
31,491
+621
+2% +$30.7K ﹤0.01% 1048
2017
Q3 		$1.56M Sell
30,870
-20,353
-40% -$947K 0.01% 958
2017
Q2 		$2.55M Sell
51,223
-68,250
-57% -$3.19M 0.01% 756
2017
Q1 		$5.07M Buy
119,473
+2,000
+2% +$88.5K 0.02% 575
2016
Q4 		$4.76M Buy
117,473
+1,250
+1% +$48.3K 0.02% 587
2016
Q3 		$4.4M Sell
116,223
-80,600
-41% -$2.55M 0.02% 633
2016
Q2 		$5.98M Buy
196,823
+1,400
+0.7% +$36.8K 0.03% 532
2016
Q1 		$4.82M Buy
195,423
+180,443
+1,205% +$3.87M 0.02% 604
2015
Q4 		$376K Buy
+14,980
New +$460K ﹤0.01% 1476

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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

Thrivent Financial for Lutherans's HQY Position: Q1 2026 in Review

Thrivent Financial for Lutherans reduced its HealthEquity (HQY) stake by 93% in Q1 2026, selling an estimated $21.2M and leaving 19,249 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Thrivent Financial for Lutherans first reported a position in HQY in Q4 2015 and has held it in 42 quarters since. The position peaked at $32.7M in Q4 2024. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Thrivent Financial for Lutherans held 19,249 shares of HealthEquity worth $1.61M as of Q1 2026.
  • Thrivent Financial for Lutherans sold 258,093 HealthEquity shares in Q1 2026, an estimated $21.2M.
  • HealthEquity made up ﹤0.01% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #1591 holding.
  • Thrivent Financial for Lutherans first reported a position in HealthEquity in Q4 2015 and has held it in 42 quarters since.
  • Thrivent Financial for Lutherans's HealthEquity position peaked at $32.7M in Q4 2024.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.