Zions Bancorporation, National Association’s HealthEquity HQY Stock Holding History

Zions Bancorporation, National Association’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	$512K	Sell	5,669 -5,305	-48%	-$450K	0.03%	246
2026 Q1	$917K	Sell	10,974 -6,426	-37%	-$527K	0.06%	180
2025 Q4	$1.59M	Sell	17,400 -1,246	-7%	-$119K	0.07%	179
2025 Q3	$1.77M	Sell	18,646 -2,833	-13%	-$267K	0.09%	155
2025 Q2	$2.25M	Sell	21,479 -1,043	-5%	-$98.9K	0.12%	147
2025 Q1	$1.99M	Buy	+22,522	New	+$2.31M	0.13%	152

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Zions Bancorporation, National Association's HQY Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its HealthEquity (HQY) stake by 48% in Q2 2026, selling an estimated $450K and leaving 5,669 shares worth $512K. The position accounts for 0.03% of the portfolio, ranked #246.

Zions Bancorporation, National Association first reported a position in HQY in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.25M in Q2 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Zions Bancorporation, National Association held 5,669 shares of HealthEquity worth $512K as of Q2 2026.
Zions Bancorporation, National Association sold 5,305 HealthEquity shares in Q2 2026, an estimated $450K.
HealthEquity made up 0.03% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #246 holding.
Zions Bancorporation, National Association first reported a position in HealthEquity in Q1 2025 and has held it in 6 quarters since.
Zions Bancorporation, National Association's HealthEquity position peaked at $2.25M in Q2 2025.
500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.