Yousif Capital Management’s HealthEquity HQY Stock Holding History

Yousif Capital 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 Q1	$2.15M	Sell	25,725 -1,822	-7%	-$149K	0.03%	630
2025 Q4	$2.31M	Sell	27,547 -342	-1%	-$32.7K	0.03%	629
2025 Q3	$2.64M	Sell	27,889 -2,198	-7%	-$207K	0.03%	581
2025 Q2	$3.15M	Sell	30,087 -750	-2%	-$71.1K	0.03%	497
2025 Q1	$2.73M	Sell	30,837 -926	-3%	-$95K	0.03%	545
2024 Q4	$3.05M	Sell	31,763 -1,223	-4%	-$114K	0.03%	511
2024 Q3	$2.7M	Sell	32,986 -4,382	-12%	-$338K	0.03%	597
2024 Q2	$3.22M	Sell	37,368 -2,431	-6%	-$196K	0.04%	506
2024 Q1	$3.25M	Sell	39,799 -745	-2%	-$58.2K	0.04%	538
2023 Q4	$2.69M	Sell	40,544 -305	-0.7%	-$21.1K	0.03%	619
2023 Q3	$2.98M	Sell	40,849 -2,170	-5%	-$147K	0.04%	538
2023 Q2	$2.72M	Sell	43,019 -1,057	-2%	-$61.3K	0.03%	613
2023 Q1	$2.59M	Hold	44,076	–	–	0.03%	616
2022 Q4	$2.72M	Buy	44,076 +835	+2%	+$56.1K	0.04%	588
2022 Q3	$2.9M	Sell	43,241 -4,116	-9%	-$260K	0.04%	496
2022 Q2	$2.91M	Buy	47,357 +3,045	+7%	+$195K	0.04%	552
2022 Q1	$2.99M	Buy	44,312 +410	+0.9%	+$22.1K	0.03%	648
2021 Q4	$1.94M	Buy	+43,902	New	+$2.56M	0.02%	989

Other funds holding HQY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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