BAM
HQY icon

Belpointe Asset Management’s HealthEquity HQY Stock Holding History

Belpointe Asset Management’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
-6,736
Closed -$706K – 1012
2025
Q2 		$706K Sell
6,736
-1,814
-21% -$172K 0.03% 463
2025
Q1 		$756K Buy
+8,550
New +$877K 0.04% 419
2024
Q2 		– Sell
-4,225
Closed -$345K – 889
2024
Q1 		$345K Buy
+4,225
New +$330K 0.03% 540
2023
Q2 		– Sell
-1,066
Closed -$62.6K – 1784
2023
Q1 		$62.6K Buy
1,066
+742
+229% +$45.1K ﹤0.01% 1580
2022
Q4 		$20K Buy
+324
New +$21.8K ﹤0.01% 2188

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

Belpointe Asset Management's HQY Position: Q3 2025 in Review

Belpointe Asset Management sold out of HealthEquity (HQY) in Q3 2025, closing a stake of 6,736 shares — an estimated $706K sold.

Belpointe Asset Management first reported a position in HQY in Q4 2022 and held it in 5 quarters. The position peaked at $756K in Q1 2025. 493 funds tracked by Wall St. Rank hold HQY as of Q3 2025.

  • Belpointe Asset Management reported no remaining HealthEquity position as of Q3 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 6,736 HealthEquity shares in Q3 2025, an estimated $706K.
  • Belpointe Asset Management first reported a position in HealthEquity in Q4 2022 and held it in 5 quarters.
  • Belpointe Asset Management's HealthEquity position peaked at $756K in Q1 2025.
  • 493 funds tracked by Wall St. Rank held HealthEquity as of Q3 2025.

Based on Belpointe Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.