Alberta Investment Management Corp (AIMCo)’s HealthEquity HQY Stock Holding History

Alberta Investment Management Corp (AIMCo)’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 Q2	–	Sell	-63,760	Closed	-$5.63M	–	721
2025 Q1	$5.63M	Buy	63,760 +51,414	+416%	+$5.27M	0.04%	262
2024 Q4	$1.18M	Sell	12,346 -8,842	-42%	-$824K	0.01%	576
2024 Q3	$1.73M	Buy	21,188 +1,757	+9%	+$136K	0.02%	459
2024 Q2	$1.67M	Buy	19,431 +6,784	+54%	+$548K	0.02%	408
2024 Q1	$1.03M	Buy	+12,647	New	+$987K	0.01%	643
2023 Q4	–	Sell	-56,880	Closed	-$4.16M	–	1035
2023 Q3	$4.16M	Buy	56,880 +8,884	+19%	+$600K	0.04%	293
2023 Q2	$3.03M	Sell	47,996 -6,532	-12%	-$379K	0.03%	430
2023 Q1	$3.2M	Buy	+54,528	New	+$3.31M	0.03%	424
2017 Q4	–	Sell	-11,900	Closed	-$602K	–	766
2017 Q3	$602K	Buy	+11,900	New	+$554K	0.01%	628

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo)'s HQY Position: Q2 2025 in Review

Alberta Investment Management Corp (AIMCo) sold out of HealthEquity (HQY) in Q2 2025, closing a stake of 63,760 shares — an estimated $5.63M sold.

Alberta Investment Management Corp (AIMCo) first reported a position in HQY in Q3 2017 and held it in 9 quarters. The position peaked at $5.63M in Q1 2025. 486 funds tracked by Wall St. Rank hold HQY as of Q2 2025.

Alberta Investment Management Corp (AIMCo) reported no remaining HealthEquity position as of Q2 2025 after selling out during the quarter.
Alberta Investment Management Corp (AIMCo) sold 63,760 HealthEquity shares in Q2 2025, an estimated $5.63M.
Alberta Investment Management Corp (AIMCo) first reported a position in HealthEquity in Q3 2017 and held it in 9 quarters.
Alberta Investment Management Corp (AIMCo)'s HealthEquity position peaked at $5.63M in Q1 2025.
486 funds tracked by Wall St. Rank held HealthEquity as of Q2 2025.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q2 2025, filed 8 Aug 2025.