CF
HQY icon

Covea Finance’s HealthEquity HQY Stock Holding History

Covea Finance’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
2026
Q2 		$3.54M Hold
39,200
– – 0.11% 134
2026
Q1 		$3.28M Hold
39,200
– – 0.11% 124
2025
Q4 		$3.59M Hold
39,200
– – 0.12% 115
2025
Q3 		$3.71M Hold
39,200
– – 0.13% 113
2025
Q2 		$4.11M Buy
39,200
+7,200
+23% +$683K 0.15% 107
2025
Q1 		$2.83M Buy
32,000
+14,000
+78% +$1.44M 0.13% 99
2024
Q4 		$1.73M Buy
+18,000
New +$1.68M 0.08% 101

Other funds holding HQY

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return