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Chase Investment Counsel’s HealthEquity HQY Stock Holding History

Chase Investment Counsel’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
Q1 		– Sell
-7,420
Closed -$711K – 139
2024
Q4 		$711K Buy
7,420
+1,497
+25% +$139K 0.23% 81
2024
Q3 		$484K Sell
5,923
-35,063
-86% -$2.71M 0.16% 93
2024
Q2 		$3.53M Buy
40,986
+6,572
+19% +$531K 1.25% 29
2024
Q1 		$2.81M Buy
+34,414
New +$2.69M 1.05% 39

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Chase Investment Counsel's HQY Position: Q1 2025 in Review

Chase Investment Counsel sold out of HealthEquity (HQY) in Q1 2025, closing a stake of 7,420 shares — an estimated $711K sold.

Chase Investment Counsel first reported a position in HQY in Q1 2024 and held it in 4 quarters. The position peaked at $3.53M in Q2 2024. 464 funds tracked by Wall St. Rank hold HQY as of Q1 2025.

  • Chase Investment Counsel reported no remaining HealthEquity position as of Q1 2025 after selling out during the quarter.
  • Chase Investment Counsel sold 7,420 HealthEquity shares in Q1 2025, an estimated $711K.
  • Chase Investment Counsel first reported a position in HealthEquity in Q1 2024 and held it in 4 quarters.
  • Chase Investment Counsel's HealthEquity position peaked at $3.53M in Q2 2024.
  • 464 funds tracked by Wall St. Rank held HealthEquity as of Q1 2025.

Based on Chase Investment Counsel's 13F filing for Q1 2025, filed 12 May 2025.