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Vise Technologies’s HealthEquity HQY Stock Holding History

Vise Technologies’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 		$308K Buy
+3,412
New +$289K ﹤0.01% 1433

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Vanguard Portfolio Management
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State Street
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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

Vise Technologies's HQY Position: Q2 2026 in Review

Vise Technologies opened a new position in HealthEquity (HQY) in Q2 2026: 3,412 shares worth $308K. The stake represents ﹤0.01% of the portfolio and ranks #1433 among its holdings.

496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Vise Technologies held 3,412 shares of HealthEquity worth $308K as of Q2 2026.
  • HealthEquity was a new Vise Technologies position in Q2 2026.
  • HealthEquity made up ﹤0.01% of Vise Technologies's portfolio in Q2 2026, its #1433 holding.
  • 496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.