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Winton Group’s HealthEquity HQY Stock Holding History

Winton Group’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 		$4.64M Buy
+51,336
New +$4.35M 0.15% 177
2023
Q1 		– Sell
-5,922
Closed -$365K – 1010
2022
Q4 		$365K Buy
+5,922
New +$398K 0.02% 731
2019
Q1 		– Sell
-4,179
Closed -$249K – 1116
2018
Q4 		$249K Sell
4,179
-1,095
-21% -$88.3K 0.01% 728
2018
Q3 		$498K Buy
5,274
+717
+16% +$61.8K 0.01% 626
2018
Q2 		$342K Buy
4,557
+1,148
+34% +$82.5K 0.01% 775
2018
Q1 		$206K Buy
+3,409
New +$185K 0.01% 1098

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 $3.38T AUM 44.17% 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

Winton Group's HQY Position: Q2 2026 in Review

Winton Group opened a new position in HealthEquity (HQY) in Q2 2026: 51,336 shares worth $4.64M. The stake represents 0.15% of the portfolio and ranks #177 among its holdings. This is a return to the name: Winton Group previously reported a position in HQY as recently as Q4 2022.

Winton Group first reported a position in HQY in Q1 2018 and has held it in 6 quarters since. 501 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Winton Group held 51,336 shares of HealthEquity worth $4.64M as of Q2 2026.
  • HealthEquity was a new Winton Group position in Q2 2026.
  • HealthEquity made up 0.15% of Winton Group's portfolio in Q2 2026, its #177 holding.
  • Winton Group first reported a position in HealthEquity in Q1 2018 and has held it in 6 quarters since.
  • 501 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.