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ABLE Financial Group’s HealthEquity HQY Stock Holding History

ABLE Financial 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
2025
Q3 		– Sell
-25,845
Closed -$2.71M – 211
2025
Q2 		$2.71M Buy
25,845
+3,174
+14% +$301K 0.65% 37
2025
Q1 		$2M Buy
22,671
+946
+4% +$97K 0.56% 38
2024
Q4 		$2.08M Buy
21,725
+1,709
+9% +$159K 0.62% 37
2024
Q3 		$1.64M Buy
20,016
+2,692
+16% +$208K 0.51% 39
2024
Q2 		$1.49M Buy
17,324
+955
+6% +$77.2K 0.54% 39
2024
Q1 		$1.34M Buy
+16,369
New +$1.28M 0.52% 37

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

ABLE Financial Group's HQY Position: Q3 2025 in Review

ABLE Financial Group sold out of HealthEquity (HQY) in Q3 2025, closing a stake of 25,845 shares — an estimated $2.71M sold.

ABLE Financial Group first reported a position in HQY in Q1 2024 and held it in 6 quarters. The position peaked at $2.71M in Q2 2025. 493 funds tracked by Wall St. Rank hold HQY as of Q3 2025.

  • ABLE Financial Group reported no remaining HealthEquity position as of Q3 2025 after selling out during the quarter.
  • ABLE Financial Group sold 25,845 HealthEquity shares in Q3 2025, an estimated $2.71M.
  • ABLE Financial Group first reported a position in HealthEquity in Q1 2024 and held it in 6 quarters.
  • ABLE Financial Group's HealthEquity position peaked at $2.71M in Q2 2025.
  • 493 funds tracked by Wall St. Rank held HealthEquity as of Q3 2025.

Based on ABLE Financial Group's 13F filing for Q3 2025, filed 10 Oct 2025.