UB
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UMB Bank’s HealthEquity HQY Stock Holding History

UMB Bank’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 		$101K Buy
1,123
+165
+17% +$14K ﹤0.01% 1030
2026
Q1 		$80.1K Sell
958
-27
-3% -$2.21K ﹤0.01% 1068
2025
Q4 		$90.2K Buy
985
+117
+13% +$11.2K ﹤0.01% 1000
2025
Q3 		$82.3K Buy
868
+2
+0.2% +$188 ﹤0.01% 953
2025
Q2 		$90.7K Buy
866
+18
+2% +$1.71K ﹤0.01% 871
2025
Q1 		$74.9K Buy
848
+434
+105% +$44.5K ﹤0.01% 887
2024
Q4 		$39.7K Buy
414
+164
+66% +$15.3K ﹤0.01% 1001
2024
Q3 		$20.5K Buy
250
+194
+346% +$15K ﹤0.01% 1224
2024
Q2 		$4.83K Buy
56
+35
+167% +$2.83K ﹤0.01% 1446
2024
Q1 		$1.71K Buy
+21
New +$1.64K ﹤0.01% 1577
2022
Q1 		– Sell
-11
Closed – – 2016
2021
Q4 		$0 Buy
+11
New +$641 ﹤0.01% 1981

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
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

UMB Bank's HQY Position: Q2 2026 in Review

UMB Bank increased its HealthEquity (HQY) stake by 17% in Q2 2026, buying an estimated $14K and bringing the position to 1,123 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

UMB Bank first reported a position in HQY in Q4 2021 and has held it in 11 quarters since. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • UMB Bank held 1,123 shares of HealthEquity worth $101K as of Q2 2026.
  • UMB Bank bought 165 HealthEquity shares in Q2 2026, an estimated $14K.
  • HealthEquity made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1030 holding.
  • UMB Bank first reported a position in HealthEquity in Q4 2021 and has held it in 11 quarters since.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.