Universal-Beteiligungs- und Servicegesellschaft’s HealthEquity HQY Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$2.69M	Buy	29,788 +1,333	+5%	+$113K	﹤0.01%	1184
2026 Q1	$2.38M	Buy	28,455 +3,292	+13%	+$270K	﹤0.01%	1184
2025 Q4	$2.31M	Sell	25,163 -8,325	-25%	-$797K	﹤0.01%	1211
2025 Q3	$3.17M	Buy	33,488 +8,334	+33%	+$784K	0.01%	1079
2025 Q2	$2.64M	Sell	25,154 -613	-2%	-$58.1K	﹤0.01%	1094
2025 Q1	$2.28M	Buy	+25,767	New	+$2.64M	﹤0.01%	1134

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's HQY Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its HealthEquity (HQY) stake by 4.7% in Q2 2026, buying an estimated $113K and bringing the position to 29,788 shares worth $2.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in HQY in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.17M in Q3 2025. 502 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 29,788 shares of HealthEquity worth $2.69M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft bought 1,333 HealthEquity shares in Q2 2026, an estimated $113K.
HealthEquity made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1184 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in HealthEquity in Q1 2025 and has held it in 6 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's HealthEquity position peaked at $3.17M in Q3 2025.
502 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.