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Vega Investment Solutions’s HealthEquity HQY Stock Holding History

Vega Investment Solutions’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 		– Sell
-779
Closed -$65.1K – 168
2026
Q1 		$65.1K Hold
779
– – 0.02% 86
2025
Q4 		$71.4K Buy
+779
New +$74.6K 0.01% 97
2025
Q2 		$81.6K Sell
779
-754
-49% -$71.5K 0.02% 80
2025
Q1 		$135K Buy
+1,533
New +$157K 0.03% 97

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

Vega Investment Solutions's HQY Position: Q2 2026 in Review

Vega Investment Solutions sold out of HealthEquity (HQY) in Q2 2026, closing a stake of 779 shares — an estimated $65.1K sold.

Vega Investment Solutions first reported a position in HQY in Q1 2025 and held it in 4 quarters. The position peaked at $135K in Q1 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Vega Investment Solutions reported no remaining HealthEquity position as of Q2 2026 after selling out during the quarter.
  • Vega Investment Solutions sold 779 HealthEquity shares in Q2 2026, an estimated $65.1K.
  • Vega Investment Solutions first reported a position in HealthEquity in Q1 2025 and held it in 4 quarters.
  • Vega Investment Solutions's HealthEquity position peaked at $135K in Q1 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Vega Investment Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.