VHAM
HQY icon

Van Hulzen Asset Management’s HealthEquity HQY Stock Holding History

Van Hulzen Asset Management’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 		$452K Hold
5,000
– – 0.03% 262
2026
Q1 		$418K Hold
5,000
– – 0.03% 248
2025
Q4 		$458K Buy
+5,000
New +$479K 0.03% 231

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

Van Hulzen Asset Management's HQY Position: Q2 2026 in Review

Van Hulzen Asset Management held its HealthEquity (HQY) position steady in Q2 2026 at 5,000 shares worth $452K. The position accounts for 0.03% of the portfolio, ranked #262.

Van Hulzen Asset Management first reported a position in HQY in Q4 2025 and has held it in 3 quarters since. The position peaked at $458K in Q4 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Van Hulzen Asset Management held 5,000 shares of HealthEquity worth $452K as of Q2 2026.
  • Van Hulzen Asset Management left its HealthEquity share count unchanged in Q2 2026.
  • HealthEquity made up 0.03% of Van Hulzen Asset Management's portfolio in Q2 2026, its #262 holding.
  • Van Hulzen Asset Management first reported a position in HealthEquity in Q4 2025 and has held it in 3 quarters since.
  • Van Hulzen Asset Management's HealthEquity position peaked at $458K in Q4 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.