Vanguard Capital Management
HQY icon

Vanguard Capital Management’s HealthEquity HQY Stock Holding History

Vanguard Capital 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 		$329M Sell
3,640,776
-183,028
-5% -$15.5M 0.01% 874
2026
Q1 		$320M Buy
+3,823,804
New +$314M 0.01% 824

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
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
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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Capital Management's HQY Position: Q2 2026 in Review

Vanguard Capital Management reduced its HealthEquity (HQY) stake by 4.8% in Q2 2026, selling an estimated $15.5M and leaving 3,640,776 shares worth $329M. The position accounts for 0.01% of the portfolio, ranked #874.

Vanguard Capital Management first reported a position in HQY in Q1 2026 and has held it in 2 quarters since. 468 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Vanguard Capital Management held 3,640,776 shares of HealthEquity worth $329M as of Q2 2026.
  • Vanguard Capital Management sold 183,028 HealthEquity shares in Q2 2026, an estimated $15.5M.
  • HealthEquity made up 0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #874 holding.
  • Vanguard Capital Management first reported a position in HealthEquity in Q1 2026 and has held it in 2 quarters since.
  • 468 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.