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Corebridge Financial’s HealthEquity HQY Stock Holding History

Corebridge Financial’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
-137,179
Closed -$12.1M – 1245
2025
Q1 		$12.1M Sell
137,179
-3,686
-3% -$378K 0.07% 262
2024
Q4 		$13.5M Sell
140,865
-6,650
-5% -$620K 0.07% 243
2024
Q3 		$12.1M Sell
147,515
-7,421
-5% -$573K 0.06% 298
2024
Q2 		$13.4M Buy
+154,936
New +$12.5M 0.07% 250

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

Corebridge Financial's HQY Position: Q2 2025 in Review

Corebridge Financial sold out of HealthEquity (HQY) in Q2 2025, closing a stake of 137,179 shares — an estimated $12.1M sold.

Corebridge Financial first reported a position in HQY in Q2 2024 and held it in 4 quarters. The position peaked at $13.5M in Q4 2024. 486 funds tracked by Wall St. Rank hold HQY as of Q2 2025.

  • Corebridge Financial reported no remaining HealthEquity position as of Q2 2025 after selling out during the quarter.
  • Corebridge Financial sold 137,179 HealthEquity shares in Q2 2025, an estimated $12.1M.
  • Corebridge Financial first reported a position in HealthEquity in Q2 2024 and held it in 4 quarters.
  • Corebridge Financial's HealthEquity position peaked at $13.5M in Q4 2024.
  • 486 funds tracked by Wall St. Rank held HealthEquity as of Q2 2025.

Based on Corebridge Financial's 13F filing for Q2 2025, filed 12 Aug 2025.