UBS Group’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $39.3M | Sell |
435,457
-351,210
| -45% | -$29.8M | 0.01% | 1988 |
|
|
2026
Q1 | $65.7M | Buy |
786,667
+168,926
| +27% | +$13.9M | 0.01% | 1367 |
|
|
2025
Q4 | $56.6M | Buy |
617,741
+68,524
| +12% | +$6.56M | 0.01% | 1491 |
|
|
2025
Q3 | $52M | Sell |
549,217
-81,660
| -13% | -$7.68M | 0.01% | 1576 |
|
|
2025
Q2 | $66.1M | Sell |
630,877
-20,183
| -3% | -$1.91M | 0.01% | 1269 |
|
|
2025
Q1 | $57.5M | Buy |
651,060
+174,229
| +37% | +$17.9M | 0.01% | 1354 |
|
|
2024
Q4 | $45.8M | Buy |
476,831
+190,267
| +66% | +$17.7M | 0.01% | 1541 |
|
|
2024
Q3 | $23.5M | Sell |
286,564
-3,075
| -1% | -$237K | 0.01% | 1700 |
|
|
2024
Q2 | $25M | Sell |
289,639
-84,716
| -23% | -$6.84M | 0.01% | 1503 |
|
|
2024
Q1 | $30.6M | Buy |
374,355
+344,841
| +1,168% | +$26.9M | 0.01% | 1380 |
|
|
2023
Q4 | $1.96M | Sell |
29,514
-81,337
| -73% | -$5.64M | ﹤0.01% | 3848 |
|
|
2023
Q3 | $8.1M | Sell |
110,851
-15,165
| -12% | -$1.02M | ﹤0.01% | 2151 |
|
|
2023
Q2 | $7.96M | Buy |
126,016
+42,324
| +51% | +$2.45M | ﹤0.01% | 2153 |
|
|
2023
Q1 | $4.91M | Buy |
83,692
+39,832
| +91% | +$2.42M | ﹤0.01% | 2541 |
|
|
2022
Q4 | $2.7M | Buy |
43,860
+11,268
| +35% | +$757K | ﹤0.01% | 3080 |
|
|
2022
Q3 | $2.19M | Sell |
32,592
-33,441
| -51% | -$2.12M | ﹤0.01% | 3081 |
|
|
2022
Q2 | $4.05M | Buy |
66,033
+33,125
| +101% | +$2.12M | ﹤0.01% | 2551 |
|
|
2022
Q1 | $2.22M | Buy |
32,908
+513
| +2% | +$27.7K | ﹤0.01% | 3335 |
|
|
2021
Q4 | $1.43M | Sell |
32,395
-11,555
| -26% | -$673K | ﹤0.01% | 4056 |
|
|
2021
Q3 | $2.85M | Buy |
43,950
+3,602
| +9% | +$250K | ﹤0.01% | 3254 |
|
|
2021
Q2 | $3.25M | Sell |
40,348
-1,212
| -3% | -$92.3K | ﹤0.01% | 3111 |
|
|
2021
Q1 | $2.83M | Sell |
41,560
-1,555
| -4% | -$122K | ﹤0.01% | 3206 |
|
|
2020
Q4 | $3.01M | Sell |
43,115
-6,160
| -13% | -$383K | ﹤0.01% | 2981 |
|
|
2020
Q3 | $2.53M | Sell |
49,275
-1,315
| -3% | -$72.2K | ﹤0.01% | 2830 |
|
|
2020
Q2 | $2.97M | Sell |
50,590
-1,999
| -4% | -$111K | ﹤0.01% | 2508 |
|
|
2020
Q1 | $2.66M | Sell |
52,589
-13,341
| -20% | -$886K | ﹤0.01% | 2488 |
|
|
2019
Q4 | $4.88M | Sell |
65,930
-14,507
| -18% | -$905K | ﹤0.01% | 2619 |
|
|
2019
Q3 | $4.6M | Sell |
80,437
-39,893
| -33% | -$2.65M | ﹤0.01% | 2464 |
|
|
2019
Q2 | $7.87M | Sell |
120,330
-14,257
| -11% | -$992K | ﹤0.01% | 1953 |
|
|
2019
Q1 | $9.96M | Sell |
134,587
-1,012
| -0.7% | -$71.1K | ﹤0.01% | 1679 |
|
|
2018
Q4 | $8.09M | Buy |
135,599
+12,003
| +10% | +$968K | ﹤0.01% | 1749 |
|
|
2018
Q3 | $11.7M | Buy |
123,596
+5,342
| +5% | +$460K | ﹤0.01% | 1650 |
|
|
2018
Q2 | $8.88M | Sell |
118,254
-766
| -0.6% | -$55K | ﹤0.01% | 1854 |
|
|
2018
Q1 | $7.21M | Buy |
119,020
+18,892
| +19% | +$1.02M | ﹤0.01% | 1980 |
|
|
2017
Q4 | $4.67M | Buy |
100,128
+16,284
| +19% | +$806K | ﹤0.01% | 2419 |
|
|
2017
Q3 | $4.24M | Sell |
83,844
-30,767
| -27% | -$1.43M | ﹤0.01% | 2370 |
|
|
2017
Q2 | $5.71M | Buy |
114,611
+6,196
| +6% | +$290K | ﹤0.01% | 2029 |
|
|
2017
Q1 | $4.6M | Buy |
108,415
+40,454
| +60% | +$1.79M | ﹤0.01% | 2145 |
|
|
2016
Q4 | $2.75M | Buy |
67,961
+2,606
| +4% | +$101K | ﹤0.01% | 2622 |
|
|
2016
Q3 | $2.47M | Buy |
65,355
+11,957
| +22% | +$379K | ﹤0.01% | 2647 |
|
|
2016
Q2 | $1.62M | Buy |
53,398
+25,709
| +93% | +$675K | ﹤0.01% | 2949 |
|
|
2016
Q1 | $683K | Sell |
27,689
-6,707
| -19% | -$144K | ﹤0.01% | 3544 |
|
|
2015
Q4 | $862K | Buy |
34,396
+155
| +0.5% | +$4.76K | ﹤0.01% | 3525 |
|
|
2015
Q3 | $1.01M | Buy |
34,241
+4,698
| +16% | +$148K | ﹤0.01% | 3347 |
|
|
2015
Q2 | $947K | Buy |
29,543
+20,724
| +235% | +$556K | ﹤0.01% | 3614 |
|
|
2015
Q1 | $220K | Buy |
8,819
+6,327
| +254% | +$137K | ﹤0.01% | 4802 |
|
|
2014
Q4 | $63K | Buy |
+2,492
| New | +$54.1K | ﹤0.01% | 6204 |
|
Other funds holding HQY
WA
UBS Group's HQY Position: Q2 2026 in Review
UBS Group reduced its HealthEquity (HQY) stake by 45% in Q2 2026, selling an estimated $29.8M and leaving 435,457 shares worth $39.3M. The position accounts for 0.01% of the portfolio, ranked #1988.
UBS Group first reported a position in HQY in Q4 2014 and has held it in 47 quarters since. The position peaked at $66.1M in Q2 2025. 496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.
- UBS Group held 435,457 shares of HealthEquity worth $39.3M as of Q2 2026.
- UBS Group sold 351,210 HealthEquity shares in Q2 2026, an estimated $29.8M.
- HealthEquity made up 0.01% of UBS Group's portfolio in Q2 2026, its #1988 holding.
- UBS Group first reported a position in HealthEquity in Q4 2014 and has held it in 47 quarters since.
- UBS Group's HealthEquity position peaked at $66.1M in Q2 2025.
- 496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.