VNIM
HQY icon

Vaughan Nelson Investment Management’s HealthEquity HQY Stock Holding History

Vaughan Nelson Investment 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
2025
Q2 		– Sell
-835,413
Closed -$73.8M – 210
2025
Q1 		$73.8M Buy
835,413
+76,950
+10% +$7.89M 0.74% 47
2024
Q4 		$72.8M Sell
758,463
-84,960
-10% -$7.92M 0.68% 42
2024
Q3 		$69M Buy
843,423
+226,563
+37% +$17.5M 0.61% 45
2024
Q2 		$53.2M Buy
616,860
+11,150
+2% +$901K 0.49% 60
2024
Q1 		$49.4M Buy
+605,710
New +$47.3M 0.43% 75

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vaughan Nelson Investment Management's HQY Position: Q2 2025 in Review

Vaughan Nelson Investment Management sold out of HealthEquity (HQY) in Q2 2025, closing a stake of 835,413 shares — an estimated $73.8M sold.

Vaughan Nelson Investment Management first reported a position in HQY in Q1 2024 and held it in 5 quarters. The position peaked at $73.8M in Q1 2025. 486 funds tracked by Wall St. Rank hold HQY as of Q2 2025.

  • Vaughan Nelson Investment Management reported no remaining HealthEquity position as of Q2 2025 after selling out during the quarter.
  • Vaughan Nelson Investment Management sold 835,413 HealthEquity shares in Q2 2025, an estimated $73.8M.
  • Vaughan Nelson Investment Management first reported a position in HealthEquity in Q1 2024 and held it in 5 quarters.
  • Vaughan Nelson Investment Management's HealthEquity position peaked at $73.8M in Q1 2025.
  • 486 funds tracked by Wall St. Rank held HealthEquity as of Q2 2025.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.