AAS
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Avantax Advisory Services’s HealthEquity HQY Stock Holding History

Avantax Advisory Services’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 		$1.07M Sell
10,191
-325
-3% -$30.8K 0.01% 1129
2025
Q1 		$929K Buy
10,516
+871
+9% +$89.3K 0.01% 1132
2024
Q4 		$925K Buy
9,645
+1,827
+23% +$170K 0.01% 1072
2024
Q3 		$640K Sell
7,818
-174
-2% -$13.4K ﹤0.01% 1256
2024
Q2 		$689K Buy
+7,992
New +$646K ﹤0.01% 1178

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's HQY Position: Q2 2025 in Review

Avantax Advisory Services reduced its HealthEquity (HQY) stake by 3.1% in Q2 2025, selling an estimated $30.8K and leaving 10,191 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #1129.

Avantax Advisory Services first reported a position in HQY in Q2 2024 and has held it in 5 quarters since. 486 funds tracked by Wall St. Rank hold HQY as of Q2 2025.

  • Avantax Advisory Services held 10,191 shares of HealthEquity worth $1.07M as of Q2 2025.
  • Avantax Advisory Services sold 325 HealthEquity shares in Q2 2025, an estimated $30.8K.
  • HealthEquity made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1129 holding.
  • Avantax Advisory Services first reported a position in HealthEquity in Q2 2024 and has held it in 5 quarters since.
  • 486 funds tracked by Wall St. Rank held HealthEquity as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.