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Beacon Capital Management LLC (Tennessee)’s HealthEquity HQY Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 		– Sell
-25
Closed -$2.62K – 513
2025
Q2 		$2.62K Hold
25
– – ﹤0.01% 858
2025
Q1 		$2.21K Hold
25
– – ﹤0.01% 924
2024
Q4 		$2.4K Hold
25
– – ﹤0.01% 862
2024
Q3 		$2.05K Hold
25
– – ﹤0.01% 996
2024
Q2 		$2.15K Hold
25
– – ﹤0.01% 859
2024
Q1 		$2.04K Buy
+25
New +$1.95K ﹤0.01% 872

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

Beacon Capital Management LLC (Tennessee)'s HQY Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of HealthEquity (HQY) in Q3 2025, closing a stake of 25 shares — an estimated $2.62K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in HQY in Q1 2024 and held it in 6 quarters. The position peaked at $2.62K in Q2 2025. 493 funds tracked by Wall St. Rank hold HQY as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining HealthEquity position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 25 HealthEquity shares in Q3 2025, an estimated $2.62K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in HealthEquity in Q1 2024 and held it in 6 quarters.
  • Beacon Capital Management LLC (Tennessee)'s HealthEquity position peaked at $2.62K in Q2 2025.
  • 493 funds tracked by Wall St. Rank held HealthEquity as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.