CI Investments Inc
HQY icon

CI Investments Inc’s HealthEquity HQY Stock Holding History

CI Investments 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
Q4 		– Sell
-141
Closed -$13K – 920
2025
Q3 		$13K Sell
141
-3
-2% -$282 ﹤0.01% 1200
2025
Q2 		$15K Sell
144
-11
-7% -$1.04K ﹤0.01% 1192
2025
Q1 		$14K Sell
155
-4
-3% -$410 ﹤0.01% 1215
2024
Q4 		$15K Sell
159
-54
-25% -$5.03K ﹤0.01% 1216
2024
Q3 		$17K Buy
213
+57
+37% +$4.4K ﹤0.01% 1144
2024
Q2 		$13K Sell
156
-9
-5% -$727 ﹤0.01% 1124
2024
Q1 		$13K Buy
165
+37
+29% +$2.89K ﹤0.01% 1175
2023
Q4 		$8K Buy
128
+1
+0.8% +$69 ﹤0.01% 1183
2023
Q3 		$9K Buy
127
+10
+9% +$676 ﹤0.01% 1191
2023
Q2 		$7K Buy
117
+112
+2,240% +$6.5K ﹤0.01% 1220
2023
Q1 		$0 Hold
5
– – ﹤0.01% 1222
2022
Q4 		$0 Buy
+5
New +$336 ﹤0.01% 1264
2022
Q1 		– Sell
-5
Closed – – 1360
2021
Q4 		$0 Hold
5
– – ﹤0.01% 1348
2021
Q3 		$0 Buy
+5
New +$347 ﹤0.01% 1316
2020
Q2 		– Sell
-6,101
Closed -$309K – 650
2020
Q1 		$309K Buy
+6,101
New +$405K ﹤0.01% 445

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CI Investments Inc's HQY Position: Q4 2025 in Review

CI Investments Inc sold out of HealthEquity (HQY) in Q4 2025, closing a stake of 141 shares — an estimated $13K sold.

CI Investments Inc first reported a position in HQY in Q1 2020 and held it in 15 quarters. The position peaked at $309K in Q1 2020. 512 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

  • CI Investments Inc reported no remaining HealthEquity position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 141 HealthEquity shares in Q4 2025, an estimated $13K.
  • CI Investments Inc first reported a position in HealthEquity in Q1 2020 and held it in 15 quarters.
  • CI Investments Inc's HealthEquity position peaked at $309K in Q1 2020.
  • 512 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.