WFI
HQY icon

West Family Investments’s HealthEquity HQY Stock Holding History

West Family Investments’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 		$245K Buy
+2,708
New +$230K 0.07% 389

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
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
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

West Family Investments's HQY Position: Q2 2026 in Review

West Family Investments opened a new position in HealthEquity (HQY) in Q2 2026: 2,708 shares worth $245K. The stake represents 0.07% of the portfolio and ranks #389 among its holdings.

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

  • West Family Investments held 2,708 shares of HealthEquity worth $245K as of Q2 2026.
  • HealthEquity was a new West Family Investments position in Q2 2026.
  • HealthEquity made up 0.07% of West Family Investments's portfolio in Q2 2026, its #389 holding.
  • 321 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.