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Blue Trust Inc’s HealthEquity HQY Stock Holding History

Blue Trust Inc’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 		– Sell
-103
Closed -$9.1K – 2527
2025
Q1 		$9.1K Hold
103
– – ﹤0.01% 1928
2024
Q4 		$9.88K Sell
103
-169
-62% -$15.7K ﹤0.01% 1891
2024
Q3 		$23.4K Buy
+272
New +$21K ﹤0.01% 1881
2024
Q1 		– Sell
-9
Closed -$1K – 2433
2023
Q4 		$1K Buy
+9
New +$624 ﹤0.01% 2329
2023
Q2 		– Sell
-52
Closed -$3K – 2246
2023
Q1 		$3K Buy
52
+46
+767% +$2.79K ﹤0.01% 1921
2022
Q4 		$0 Sell
6
-1
-14% -$67 ﹤0.01% 2336
2022
Q3 		$0 Hold
7
– – ﹤0.01% 2193
2022
Q2 		$0 Buy
+7
New +$448 ﹤0.01% 1937

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

Blue Trust Inc's HQY Position: Q2 2025 in Review

Blue Trust Inc sold out of HealthEquity (HQY) in Q2 2025, closing a stake of 103 shares — an estimated $9.1K sold.

Blue Trust Inc first reported a position in HQY in Q2 2022 and held it in 8 quarters. The position peaked at $23.4K in Q3 2024. 486 funds tracked by Wall St. Rank hold HQY as of Q2 2025.

  • Blue Trust Inc reported no remaining HealthEquity position as of Q2 2025 after selling out during the quarter.
  • Blue Trust Inc sold 103 HealthEquity shares in Q2 2025, an estimated $9.1K.
  • Blue Trust Inc first reported a position in HealthEquity in Q2 2022 and held it in 8 quarters.
  • Blue Trust Inc's HealthEquity position peaked at $23.4K in Q3 2024.
  • 486 funds tracked by Wall St. Rank held HealthEquity as of Q2 2025.

Based on Blue Trust Inc's 13F filing for Q2 2025, filed 24 Jul 2025.