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Dakota Wealth Management’s HealthEquity HQY Stock Holding History

Dakota 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
Q3 		– Sell
-2,833
Closed -$297K – 722
2025
Q2 		$297K Buy
2,833
+39
+1% +$3.7K 0.01% 621
2025
Q1 		$247K Sell
2,794
-49
-2% -$5.03K 0.01% 670
2024
Q4 		$273K Buy
2,843
+43
+2% +$4.01K 0.01% 639
2024
Q3 		$229K Sell
2,800
-338
-11% -$26.1K 0.01% 660
2024
Q2 		$270K Buy
3,138
+135
+4% +$10.9K 0.01% 605
2024
Q1 		$245K Sell
3,003
-264
-8% -$20.6K 0.01% 626
2023
Q4 		$217K Buy
+3,267
New +$227K 0.01% 591

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Dakota Wealth Management's HQY Position: Q3 2025 in Review

Dakota Wealth Management sold out of HealthEquity (HQY) in Q3 2025, closing a stake of 2,833 shares — an estimated $297K sold.

Dakota Wealth Management first reported a position in HQY in Q4 2023 and held it in 7 quarters. The position peaked at $297K in Q2 2025. 493 funds tracked by Wall St. Rank hold HQY as of Q3 2025.

  • Dakota Wealth Management reported no remaining HealthEquity position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 2,833 HealthEquity shares in Q3 2025, an estimated $297K.
  • Dakota Wealth Management first reported a position in HealthEquity in Q4 2023 and held it in 7 quarters.
  • Dakota Wealth Management's HealthEquity position peaked at $297K in Q2 2025.
  • 493 funds tracked by Wall St. Rank held HealthEquity as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.