Vestcor Inc’s HealthEquity HQY Stock Holding History

Vestcor Inc’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	$282K	Sell	3,377 -4,328	-56%	-$355K	0.01%	939
2025 Q4	$706K	Sell	7,705 -3,377	-30%	-$323K	0.02%	590
2025 Q3	$1.05M	Sell	11,082 -2,987	-21%	-$281K	0.03%	460
2025 Q2	$1.47M	Sell	14,069 -5,586	-28%	-$530K	0.04%	384
2025 Q1	$1.74M	Buy	19,655 +14,694	+296%	+$1.51M	0.06%	316
2024 Q4	$476K	Buy	4,961 +67	+1%	+$6.24K	0.02%	696
2024 Q3	$401K	Hold	4,894	–	–	0.01%	767
2024 Q2	$422K	Hold	4,894	–	–	0.01%	724
2024 Q1	$399K	Sell	4,894 -3,266	-40%	-$255K	0.01%	729
2023 Q4	$541K	Hold	8,160	–	–	0.02%	635
2023 Q3	$596K	Hold	8,160	–	–	0.02%	563
2023 Q2	$515K	Hold	8,160	–	–	0.02%	601
2023 Q1	$479K	Hold	8,160	–	–	0.02%	645
2022 Q4	$503K	Hold	8,160	–	–	0.02%	658
2022 Q3	$548K	Buy	+8,160	New	+$516K	0.02%	641
2022 Q2	–	Sell	-73	Closed	-$5K	–	1408
2022 Q1	$5K	Hold	73	–	–	﹤0.01%	1367
2021 Q4	$3K	Buy	+73	New	+$4.25K	﹤0.01%	1403

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vestcor Inc's HQY Position: Q1 2026 in Review

Vestcor Inc reduced its HealthEquity (HQY) stake by 56% in Q1 2026, selling an estimated $355K and leaving 3,377 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #939.

Vestcor Inc first reported a position in HQY in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.74M in Q1 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

Vestcor Inc held 3,377 shares of HealthEquity worth $282K as of Q1 2026.
Vestcor Inc sold 4,328 HealthEquity shares in Q1 2026, an estimated $355K.
HealthEquity made up 0.01% of Vestcor Inc's portfolio in Q1 2026, its #939 holding.
Vestcor Inc first reported a position in HealthEquity in Q4 2021 and has held it in 17 quarters since.
Vestcor Inc's HealthEquity position peaked at $1.74M in Q1 2025.
485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Vestcor Inc's 13F filing for Q1 2026, filed 12 May 2026.