ARMT
HQY icon

Amica Retiree Medical Trust’s HealthEquity HQY Stock Holding History

Amica Retiree Medical Trust’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 		$109K Hold
1,153
– – 0.15% 105
2025
Q2 		$121K Sell
1,153
-375
-25% -$35.5K 0.17% 97
2025
Q1 		$135K Sell
1,528
-858
-36% -$88K 0.21% 88
2024
Q4 		$229K Hold
2,386
– – 0.22% 82
2024
Q3 		$195K Buy
+2,386
New +$184K 0.16% 90
2023
Q3 		$261K Buy
+3,578
New +$242K 0.31% 83

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

Amica Retiree Medical Trust's HQY Position: Q3 2025 in Review

Amica Retiree Medical Trust held its HealthEquity (HQY) position steady in Q3 2025 at 1,153 shares worth $109K. The position accounts for 0.15% of the portfolio, ranked #105.

Amica Retiree Medical Trust first reported a position in HQY in Q3 2023 and has held it in 6 quarters since. The position peaked at $261K in Q3 2023. 493 funds tracked by Wall St. Rank hold HQY as of Q3 2025.

  • Amica Retiree Medical Trust held 1,153 shares of HealthEquity worth $109K as of Q3 2025.
  • Amica Retiree Medical Trust left its HealthEquity share count unchanged in Q3 2025.
  • HealthEquity made up 0.15% of Amica Retiree Medical Trust's portfolio in Q3 2025, its #105 holding.
  • Amica Retiree Medical Trust first reported a position in HealthEquity in Q3 2023 and has held it in 6 quarters since.
  • Amica Retiree Medical Trust's HealthEquity position peaked at $261K in Q3 2023.
  • 493 funds tracked by Wall St. Rank held HealthEquity as of Q3 2025.

Based on Amica Retiree Medical Trust's 13F filing for Q3 2025, filed 7 Nov 2025.