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Congress Wealth Management’s HealthEquity HQY Stock Holding History

Congress Wealth 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
Q2 		$535K Buy
5,107
+1,834
+56% +$174K 0.01% 903
2025
Q1 		$289K Buy
+3,273
New +$336K ﹤0.01% 945

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's HQY Position: Q2 2025 in Review

Congress Wealth Management increased its HealthEquity (HQY) stake by 56% in Q2 2025, buying an estimated $174K and bringing the position to 5,107 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #903.

Congress Wealth Management first reported a position in HQY in Q1 2025 and has held it in 2 quarters since. 486 funds tracked by Wall St. Rank hold HQY as of Q2 2025.

  • Congress Wealth Management held 5,107 shares of HealthEquity worth $535K as of Q2 2025.
  • Congress Wealth Management bought 1,834 HealthEquity shares in Q2 2025, an estimated $174K.
  • HealthEquity made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #903 holding.
  • Congress Wealth Management first reported a position in HealthEquity in Q1 2025 and has held it in 2 quarters since.
  • 486 funds tracked by Wall St. Rank held HealthEquity as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.