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Arkadios Wealth Advisors’s HealthEquity HQY Stock Holding History

Arkadios Wealth 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
Q4 		– Sell
-3,987
Closed -$378K – 1613
2025
Q3 		$378K Sell
3,987
-148
-4% -$13.9K 0.01% 1071
2025
Q2 		$433K Buy
4,135
+446
+12% +$42.3K 0.01% 905
2025
Q1 		$326K Sell
3,689
-1,064
-22% -$109K 0.01% 877
2024
Q4 		$456K Sell
4,753
-185
-4% -$17.2K 0.02% 578
2024
Q3 		$404K Hold
4,938
– – 0.02% 621
2024
Q2 		$426K Buy
4,938
+36
+0.7% +$2.91K 0.03% 518
2024
Q1 		$400K Sell
4,902
-1
-0% -$78 0.03% 449
2023
Q4 		$325K Sell
4,903
-1,386
-22% -$96.1K 0.03% 496
2023
Q3 		$459K Sell
6,289
-1,022
-14% -$69K 0.04% 358
2023
Q2 		$462K Buy
7,311
+41
+0.6% +$2.38K 0.05% 328
2023
Q1 		$427K Sell
7,270
-1,000
-12% -$60.7K 0.05% 343
2022
Q4 		$510K Buy
+8,270
New +$556K 0.07% 277
2021
Q4 		– Sell
-25
Closed -$1K – 1099
2021
Q3 		$1K Sell
25
-370
-94% -$25.7K ﹤0.01% 1807
2021
Q2 		$31K Buy
+395
New +$30.1K ﹤0.01% 1111

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arkadios Wealth Advisors's HQY Position: Q4 2025 in Review

Arkadios Wealth Advisors sold out of HealthEquity (HQY) in Q4 2025, closing a stake of 3,987 shares — an estimated $378K sold.

Arkadios Wealth Advisors first reported a position in HQY in Q2 2021 and held it in 14 quarters. The position peaked at $510K in Q4 2022. 511 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

  • Arkadios Wealth Advisors reported no remaining HealthEquity position as of Q4 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 3,987 HealthEquity shares in Q4 2025, an estimated $378K.
  • Arkadios Wealth Advisors first reported a position in HealthEquity in Q2 2021 and held it in 14 quarters.
  • Arkadios Wealth Advisors's HealthEquity position peaked at $510K in Q4 2022.
  • 511 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.