CIBC Private Wealth Group
HQY icon

CIBC Private Wealth Group’s HealthEquity HQY Stock Holding History

CIBC Private Wealth Group’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 		$25.4M Buy
276,723
+63,317
+30% +$6.06M 0.04% 253
2025
Q3 		$20.2M Sell
213,406
-913,648
-81% -$86M 0.03% 281
2025
Q2 		$118M Buy
1,127,054
+148,740
+15% +$14.1M 0.21% 116
2025
Q1 		$75.1M Buy
978,314
+914,461
+1,432% +$93.8M 0.16% 136
2024
Q4 		$6.37M Buy
63,853
+231
+0.4% +$21.5K 0.01% 382
2024
Q3 		$5.21M Sell
63,622
-2,330
-4% -$180K 0.01% 422
2024
Q2 		$5.38M Sell
65,952
-5,012
-7% -$405K 0.01% 393
2024
Q1 		$5.79M Sell
70,964
-2,966
-4% -$232K 0.01% 390
2023
Q4 		$4.9M Hold
73,930
– – 0.01% 391
2023
Q3 		$5.4M Sell
73,930
-37,000
-33% -$2.5M 0.01% 375
2023
Q2 		$7M Sell
110,930
-2,310
-2% -$134K 0.02% 362
2023
Q1 		$1.8M Sell
113,240
-890
-0.8% -$54K ﹤0.01% 539
2022
Q4 		$7.03M Sell
114,130
-800
-0.7% -$53.8K 0.02% 303
2022
Q3 		$7.72M Sell
114,930
-21
-0% -$1.33K 0.02% 327
2022
Q2 		$7.06M Sell
114,951
-14,079
-11% -$902K 0.02% 341
2022
Q1 		$8.7M Sell
129,030
-4,000
-3% -$216K 0.02% 341
2021
Q4 		$5.88M Sell
133,030
-2,142
-2% -$125K 0.01% 384
2021
Q3 		$8.75M Sell
135,172
-19,594
-13% -$1.36M 0.02% 345
2021
Q2 		$12.5M Sell
154,766
-8,885
-5% -$677K 0.03% 321
2021
Q1 		$11.1M Buy
163,651
+36,391
+29% +$2.86M 0.03% 316
2020
Q4 		$8.87M Sell
127,260
-4,350
-3% -$271K 0.02% 338
2020
Q3 		$6.76M Buy
131,610
+5,280
+4% +$290K 0.02% 337
2020
Q2 		$7.41M Buy
126,330
+6,602
+6% +$365K 0.04% 270
2020
Q1 		$6.06M Sell
119,728
-31,458
-21% -$2.09M 0.03% 298
2019
Q4 		$11.2M Sell
151,186
-977
-0.6% -$61K 0.04% 271
2019
Q3 		$8.7M Sell
152,163
-6,124
-4% -$406K 0.03% 297
2019
Q2 		$10.4M Buy
158,287
+13,942
+10% +$970K 0.04% 284
2019
Q1 		$10.7M Buy
144,345
+8,800
+6% +$619K 0.04% 269
2018
Q4 		$8.09M Sell
135,545
-3,980
-3% -$321K 0.04% 283
2018
Q3 		$13.2M Sell
139,525
-36,126
-21% -$3.11M 0.05% 266
2018
Q2 		$13.2M Sell
175,651
-3,890
-2% -$279K 0.05% 254
2018
Q1 		$10.9M Sell
179,541
-87,173
-33% -$4.72M 0.05% 280
2017
Q4 		$12.4M Sell
266,714
-29,288
-10% -$1.45M 0.05% 268
2017
Q3 		$15M Buy
296,002
+25,647
+9% +$1.19M 0.07% 233
2017
Q2 		$13.5M Sell
270,355
-40,120
-13% -$1.88M 0.08% 180
2017
Q1 		$13.2M Sell
310,475
-25,000
-7% -$1.11M 0.08% 181
2016
Q4 		$13.6M Sell
335,475
-570
-0.2% -$22K 0.09% 171
2016
Q3 		$12.7M Sell
336,045
-69,920
-17% -$2.22M 0.09% 179
2016
Q2 		$12.3M Sell
405,965
-61,729
-13% -$1.62M 0.09% 174
2016
Q1 		$11.5M Buy
467,694
+38,635
+9% +$828K 0.09% 168
2015
Q4 		$10.8M Buy
429,059
+92,980
+28% +$2.86M 0.08% 184
2015
Q3 		$9.93M Buy
336,079
+4,165
+1% +$131K 0.08% 188
2015
Q2 		$10.6M Sell
331,914
-491,971
-60% -$13.2M 0.08% 194
2015
Q1 		$20.6M Sell
823,885
-338,600
-29% -$7.34M 0.15% 128
2014
Q4 		$29.6M Hold
1,162,485
– – 0.23% 104
2014
Q3 		$21.3M Buy
+1,162,485
New +$22.3M 0.17% 121

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 $3.37T AUM 44.26% 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

CIBC Private Wealth Group's HQY Position: Q4 2025 in Review

CIBC Private Wealth Group increased its HealthEquity (HQY) stake by 30% in Q4 2025, buying an estimated $6.06M and bringing the position to 276,723 shares worth $25.4M. The position accounts for 0.04% of the portfolio, ranked #253.

CIBC Private Wealth Group first reported a position in HQY in Q3 2014 and has held it in 46 quarters since. The position peaked at $118M in Q2 2025. 512 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

  • CIBC Private Wealth Group held 276,723 shares of HealthEquity worth $25.4M as of Q4 2025.
  • CIBC Private Wealth Group bought 63,317 HealthEquity shares in Q4 2025, an estimated $6.06M.
  • HealthEquity made up 0.04% of CIBC Private Wealth Group's portfolio in Q4 2025, its #253 holding.
  • CIBC Private Wealth Group first reported a position in HealthEquity in Q3 2014 and has held it in 46 quarters since.
  • CIBC Private Wealth Group's HealthEquity position peaked at $118M in Q2 2025.
  • 512 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.