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Continuum Advisory’s HealthEquity HQY Stock Holding History

Continuum Advisory’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
-37
Closed -$3.27K – 914
2025
Q1 		$3.27K Buy
37
+2
+6% +$205 ﹤0.01% 1203
2024
Q4 		$3.36K Sell
35
-5
-13% -$466 ﹤0.01% 1246
2024
Q3 		$3.83K Sell
40
-14
-26% -$1.08K ﹤0.01% 1234
2024
Q2 		$4.66K Sell
54
-3
-5% -$242 ﹤0.01% 1090
2024
Q1 		$4.42K Buy
+57
New +$4.45K ﹤0.01% 1087

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

Continuum Advisory's HQY Position: Q2 2025 in Review

Continuum Advisory sold out of HealthEquity (HQY) in Q2 2025, closing a stake of 37 shares — an estimated $3.27K sold.

Continuum Advisory first reported a position in HQY in Q1 2024 and held it in 5 quarters. The position peaked at $4.66K in Q2 2024. 486 funds tracked by Wall St. Rank hold HQY as of Q2 2025.

  • Continuum Advisory reported no remaining HealthEquity position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 37 HealthEquity shares in Q2 2025, an estimated $3.27K.
  • Continuum Advisory first reported a position in HealthEquity in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's HealthEquity position peaked at $4.66K in Q2 2024.
  • 486 funds tracked by Wall St. Rank held HealthEquity as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.