WCM Investment Management
HQY icon

WCM Investment Management’s HealthEquity HQY Stock Holding History

WCM Investment Management’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 		– Sell
-193,371
Closed -$15.8M – 279
2026
Q1 		$15.8M Sell
193,371
-40,589
-17% -$3.33M 0.04% 108
2025
Q4 		$21.6M Sell
233,960
-14,422
-6% -$1.38M 0.04% 80
2025
Q3 		$23.7M Sell
248,382
-568
-0.2% -$53.5K 0.05% 82
2025
Q2 		$26.1M Buy
248,950
+16,309
+7% +$1.55M 0.06% 67
2025
Q1 		$20.2M Buy
+232,641
New +$23.9M 0.05% 77

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

WCM Investment Management's HQY Position: Q2 2026 in Review

WCM Investment Management sold out of HealthEquity (HQY) in Q2 2026, closing a stake of 193,371 shares — an estimated $15.8M sold.

WCM Investment Management first reported a position in HQY in Q1 2025 and held it in 5 quarters. The position peaked at $26.1M in Q2 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • WCM Investment Management reported no remaining HealthEquity position as of Q2 2026 after selling out during the quarter.
  • WCM Investment Management sold 193,371 HealthEquity shares in Q2 2026, an estimated $15.8M.
  • WCM Investment Management first reported a position in HealthEquity in Q1 2025 and held it in 5 quarters.
  • WCM Investment Management's HealthEquity position peaked at $26.1M in Q2 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.