Universal-Beteiligungs- und Servicegesellschaft
HQY icon

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
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
BlackRock New York $5.7T 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