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Abich Financial Wealth Management’s HealthEquity HQY Stock Holding History

Abich Financial Wealth 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
2025
Q3 		$19K Buy
+200
New +$18.8K 0.01% 397
2024
Q3 		– Sell
-15
Closed -$1.29K – 604
2024
Q2 		$1.29K Buy
+15
New +$1.21K ﹤0.01% 562

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Abich Financial Wealth Management's HQY Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in HealthEquity (HQY) in Q3 2025: 200 shares worth $19K. The stake represents 0.01% of the portfolio and ranks #397 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in HQY as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in HQY in Q2 2024 and has held it in 2 quarters since. 493 funds tracked by Wall St. Rank hold HQY as of Q3 2025.

  • Abich Financial Wealth Management held 200 shares of HealthEquity worth $19K as of Q3 2025.
  • HealthEquity was a new Abich Financial Wealth Management position in Q3 2025.
  • HealthEquity made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #397 holding.
  • Abich Financial Wealth Management first reported a position in HealthEquity in Q2 2024 and has held it in 2 quarters since.
  • 493 funds tracked by Wall St. Rank held HealthEquity as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.