EBA
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Eagle Bay Advisors’s HealthEquity HQY Stock Holding History

Eagle Bay Advisors’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
Q1 		– Sell
-78
Closed -$7.48K – 496
2024
Q4 		$7.48K Buy
78
+13
+20% +$1.21K ﹤0.01% 612
2024
Q3 		$5.32K Sell
65
-38
-37% -$2.93K ﹤0.01% 986
2024
Q2 		$8.88K Sell
103
-63
-38% -$5.09K 0.01% 582
2024
Q1 		$13.6K Sell
166
-31
-16% -$2.42K 0.01% 509
2023
Q4 		$13.1K Sell
197
-1,373
-87% -$95.2K 0.01% 476
2023
Q3 		$115K Buy
1,570
+377
+32% +$25.5K 0.05% 225
2023
Q2 		$75.3K Sell
1,193
-98
-8% -$5.68K 0.04% 284
2023
Q1 		$75.8K Buy
1,291
+48
+4% +$2.92K 0.04% 305
2022
Q4 		$76.6K Buy
1,243
+107
+9% +$7.19K 0.04% 293
2022
Q3 		$77K Buy
1,136
+28
+3% +$1.77K 0.05% 254
2022
Q2 		$68K Buy
1,108
+642
+138% +$41.1K 0.04% 291
2022
Q1 		$31K Sell
466
-140
-23% -$7.56K 0.03% 196
2021
Q4 		$27K Buy
606
+42
+7% +$2.45K 0.02% 507
2021
Q3 		$36K Buy
564
+40
+8% +$2.78K 0.02% 480
2021
Q2 		$45K Buy
+524
New +$39.9K 0.04% 366

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Eagle Bay Advisors's HQY Position: Q1 2025 in Review

Eagle Bay Advisors sold out of HealthEquity (HQY) in Q1 2025, closing a stake of 78 shares — an estimated $7.48K sold.

Eagle Bay Advisors first reported a position in HQY in Q2 2021 and held it in 15 quarters. The position peaked at $115K in Q3 2023. 464 funds tracked by Wall St. Rank hold HQY as of Q1 2025.

  • Eagle Bay Advisors reported no remaining HealthEquity position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 78 HealthEquity shares in Q1 2025, an estimated $7.48K.
  • Eagle Bay Advisors first reported a position in HealthEquity in Q2 2021 and held it in 15 quarters.
  • Eagle Bay Advisors's HealthEquity position peaked at $115K in Q3 2023.
  • 464 funds tracked by Wall St. Rank held HealthEquity as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.