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AlphaQ Advisors’s HealthEquity HQY Stock Holding History

AlphaQ Advisors’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
Q1 		$303K Buy
3,430
+165
+5% +$16.9K 0.73% 30
2024
Q4 		$313K Buy
+3,265
New +$304K 0.86% 26

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

AlphaQ Advisors's HQY Position: Q1 2025 in Review

AlphaQ Advisors increased its HealthEquity (HQY) stake by 5.1% in Q1 2025, buying an estimated $16.9K and bringing the position to 3,430 shares worth $303K. The position accounts for 0.73% of the portfolio, ranked #30.

AlphaQ Advisors first reported a position in HQY in Q4 2024 and has held it in 2 quarters since. The position peaked at $313K in Q4 2024. 464 funds tracked by Wall St. Rank hold HQY as of Q1 2025.

  • AlphaQ Advisors held 3,430 shares of HealthEquity worth $303K as of Q1 2025.
  • AlphaQ Advisors bought 165 HealthEquity shares in Q1 2025, an estimated $16.9K.
  • HealthEquity made up 0.73% of AlphaQ Advisors's portfolio in Q1 2025, its #30 holding.
  • AlphaQ Advisors first reported a position in HealthEquity in Q4 2024 and has held it in 2 quarters since.
  • AlphaQ Advisors's HealthEquity position peaked at $313K in Q4 2024.
  • 464 funds tracked by Wall St. Rank held HealthEquity as of Q1 2025.

Based on AlphaQ Advisors's 13F filing for Q1 2025, filed 15 May 2025.