VFM
HQY icon

Vision Financial Markets’s HealthEquity HQY Stock Holding History

Vision Financial Markets’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 		$10.6K Hold
115
– – 0.01% 246
2026
Q1 		$9.61K Hold
115
– – 0.01% 243
2025
Q4 		$10.5K Sell
115
-50
-30% -$4.79K 0.01% 226
2025
Q3 		$15.6K Hold
165
– – 0.01% 210
2025
Q2 		$17.3K Hold
165
– – 0.02% 196
2025
Q1 		$14.6K Buy
+165
New +$16.9K 0.02% 185

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

Vision Financial Markets's HQY Position: Q2 2026 in Review

Vision Financial Markets held its HealthEquity (HQY) position steady in Q2 2026 at 115 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #246.

Vision Financial Markets first reported a position in HQY in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.3K in Q2 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Vision Financial Markets held 115 shares of HealthEquity worth $10.6K as of Q2 2026.
  • Vision Financial Markets left its HealthEquity share count unchanged in Q2 2026.
  • HealthEquity made up 0.01% of Vision Financial Markets's portfolio in Q2 2026, its #246 holding.
  • Vision Financial Markets first reported a position in HealthEquity in Q1 2025 and has held it in 6 quarters since.
  • Vision Financial Markets's HealthEquity position peaked at $17.3K in Q2 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.