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
Q2 		$1.26M Sell
13,983
-540
-4% -$45.8K ﹤0.01% 748
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 $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

Vontobel Holding's HQY Position: Q2 2026 in Review

Vontobel Holding reduced its HealthEquity (HQY) stake by 3.7% in Q2 2026, selling an estimated $45.8K and leaving 13,983 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Vontobel Holding first reported a position in HQY in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.88M in Q1 2022. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Vontobel Holding held 13,983 shares of HealthEquity worth $1.26M as of Q2 2026.
  • Vontobel Holding sold 540 HealthEquity shares in Q2 2026, an estimated $45.8K.
  • HealthEquity made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #748 holding.
  • Vontobel Holding first reported a position in HealthEquity in Q3 2021 and has held it in 20 quarters since.
  • Vontobel Holding's HealthEquity position peaked at $2.88M in Q1 2022.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.