Vontobel Holding
HQY icon

Vontobel Holding’s HealthEquity HQY Stock Holding History

Vontobel Holding’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 		$1.21M Buy
14,523
+3,471
+31% +$285K ﹤0.01% 618
2025
Q4 		$1.01M Buy
11,052
+515
+5% +$49.3K ﹤0.01% 754
2025
Q3 		$999K Sell
10,537
-2,179
-17% -$205K ﹤0.01% 724
2025
Q2 		$1.33M Sell
12,716
-2,105
-14% -$200K ﹤0.01% 602
2025
Q1 		$1.31M Buy
14,821
+1,456
+11% +$149K ﹤0.01% 516
2024
Q4 		$1.28M Sell
13,365
-8,997
-40% -$838K ﹤0.01% 530
2024
Q3 		$1.83M Sell
22,362
-2,875
-11% -$222K 0.01% 467
2024
Q2 		$2.18M Sell
25,237
-3,698
-13% -$299K 0.01% 412
2024
Q1 		$2.36M Sell
28,935
-12,866
-31% -$1M 0.02% 416
2023
Q4 		$2.77M Buy
41,801
+22,904
+121% +$1.59M 0.02% 378
2023
Q3 		$1.38M Buy
18,897
+4,600
+32% +$311K 0.01% 514
2023
Q2 		$903K Sell
14,297
-9,018
-39% -$523K 0.01% 628
2023
Q1 		$1.37M Buy
23,315
+5,070
+28% +$308K 0.01% 509
2022
Q4 		$1.12M Sell
18,245
-2,751
-13% -$185K 0.01% 547
2022
Q3 		$1.41M Sell
20,996
-2,065
-9% -$131K 0.02% 469
2022
Q2 		$1.47M Sell
23,061
-19,757
-46% -$1.27M 0.02% 450
2022
Q1 		$2.88M Sell
42,818
-7,330
-15% -$396K 0.02% 366
2021
Q4 		$2.2M Buy
50,148
+7,339
+17% +$427K 0.02% 419
2021
Q3 		$2.77M Buy
+42,809
New +$2.97M 0.02% 381

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vontobel Holding's HQY Position: Q1 2026 in Review

Vontobel Holding increased its HealthEquity (HQY) stake by 31% in Q1 2026, buying an estimated $285K and bringing the position to 14,523 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Vontobel Holding first reported a position in HQY in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.88M in Q1 2022. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Vontobel Holding held 14,523 shares of HealthEquity worth $1.21M as of Q1 2026.
  • Vontobel Holding bought 3,471 HealthEquity shares in Q1 2026, an estimated $285K.
  • HealthEquity made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #618 holding.
  • Vontobel Holding first reported a position in HealthEquity in Q3 2021 and has held it in 19 quarters since.
  • Vontobel Holding's HealthEquity position peaked at $2.88M in Q1 2022.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.