VA
HQY icon

Vident Advisory’s HealthEquity HQY Stock Holding History

Vident Advisory’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 		$201K Sell
2,230
-275
-11% -$23.3K ﹤0.01% 1795
2026
Q1 		$209K Buy
+2,505
New +$206K ﹤0.01% 1682
2025
Q4 		– Sell
-2,227
Closed -$211K – 1680
2025
Q3 		$211K Buy
+2,227
New +$210K ﹤0.01% 1547
2024
Q2 		– Sell
-2,761
Closed -$225K – 1458
2024
Q1 		$225K Buy
+2,761
New +$216K ﹤0.01% 1163

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 $3.38T AUM 44.17% 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

Vident Advisory's HQY Position: Q2 2026 in Review

Vident Advisory reduced its HealthEquity (HQY) stake by 11% in Q2 2026, selling an estimated $23.3K and leaving 2,230 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

Vident Advisory first reported a position in HQY in Q1 2024 and has held it in 4 quarters since. The position peaked at $225K in Q1 2024. 501 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Vident Advisory held 2,230 shares of HealthEquity worth $201K as of Q2 2026.
  • Vident Advisory sold 275 HealthEquity shares in Q2 2026, an estimated $23.3K.
  • HealthEquity made up ﹤0.01% of Vident Advisory's portfolio in Q2 2026, its #1795 holding.
  • Vident Advisory first reported a position in HealthEquity in Q1 2024 and has held it in 4 quarters since.
  • Vident Advisory's HealthEquity position peaked at $225K in Q1 2024.
  • 501 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.