UBS Group’s HealthEquity HQY Stock Holding History

UBS Group’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	$1.64M	Buy	19,600 +11,600	+145%	+$952K	﹤0.01%	5149
2025 Q4	$733K	Hold	8,000	–	–	﹤0.01%	5830
2025 Q3	$758K	Buy	+8,000	New	+$753K	﹤0.01%	5783
2025 Q2	–	Sell	-13,000	Closed	-$1.15M	–	10508
2025 Q1	$1.15M	Buy	+13,000	New	+$1.33M	﹤0.01%	5163
2024 Q1	–	Sell	-72,200	Closed	-$4.79M	–	9622
2023 Q4	$4.79M	Buy	72,200 +56,200	+351%	+$3.9M	﹤0.01%	2832
2023 Q3	$1.17M	Buy	+16,000	New	+$1.08M	﹤0.01%	3936
2023 Q1	–	Sell	-15,000	Closed	-$925K	–	9917
2022 Q4	$925K	Buy	+15,000	New	+$1.01M	﹤0.01%	4147
2021 Q2	–	Sell	-75,000	Closed	-$5.1M	–	9550
2021 Q1	$5.1M	Sell	75,000 -15,593	-17%	-$1.23M	﹤0.01%	2573
2020 Q4	$6.32M	Buy	+90,593	New	+$5.63M	﹤0.01%	2229
2020 Q2	–	Sell	-22,500	Closed	-$1.14M	–	8113
2020 Q1	$1.14M	Sell	22,500 -19,400	-46%	-$1.29M	﹤0.01%	3244
2019 Q4	$3.1M	Buy	41,900 +40,400	+2,693%	+$2.52M	﹤0.01%	3095
2019 Q3	$86K	Buy	+1,500	New	+$99.6K	﹤0.01%	5849
2016 Q2	–	Sell	-27,400	Closed	-$676K	–	7828
2016 Q1	$676K	Buy	+27,400	New	+$587K	﹤0.01%	3554

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group's HQY Position: Q1 2026 in Review

UBS Group increased its HealthEquity (HQY) stake by 27% in Q1 2026, buying an estimated $13.9M and bringing the position to 786,667 shares worth $65.7M. The position accounts for 0.01% of the portfolio, ranked #1367.

UBS Group first reported a position in HQY in Q4 2014 and has held it in 46 quarters since. The position peaked at $66.1M in Q2 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

UBS Group held 786,667 shares of HealthEquity worth $65.7M as of Q1 2026.
UBS Group bought 168,926 HealthEquity shares in Q1 2026, an estimated $13.9M.
HealthEquity made up 0.01% of UBS Group's portfolio in Q1 2026, its #1367 holding.
UBS Group first reported a position in HealthEquity in Q4 2014 and has held it in 46 quarters since.
UBS Group's HealthEquity position peaked at $66.1M in Q2 2025.
485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.