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EFG Asset Management’s HealthEquity HQY Stock Holding History

EFG Asset 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 		$4.28M Buy
45,147
+553
+1% +$52K 0.55% 76
2025
Q2 		$4.67M Buy
44,594
+5,175
+13% +$491K 0.66% 58
2025
Q1 		$3.48M Sell
39,419
-6,228
-14% -$639K 0.58% 55
2024
Q4 		$4.38M Buy
45,647
+23,247
+104% +$2.17M 0.6% 49
2024
Q3 		$1.83M Buy
22,400
+5,837
+35% +$450K 0.31% 142
2024
Q2 		$1.43M Buy
+16,563
New +$1.34M 0.25% 157

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

EFG Asset Management's HQY Position: Q3 2025 in Review

EFG Asset Management increased its HealthEquity (HQY) stake by 1.2% in Q3 2025, buying an estimated $52K and bringing the position to 45,147 shares worth $4.28M. The position accounts for 0.55% of the portfolio, ranked #76.

EFG Asset Management first reported a position in HQY in Q2 2024 and has held it in 6 quarters since. The position peaked at $4.67M in Q2 2025. 493 funds tracked by Wall St. Rank hold HQY as of Q3 2025.

  • EFG Asset Management held 45,147 shares of HealthEquity worth $4.28M as of Q3 2025.
  • EFG Asset Management bought 553 HealthEquity shares in Q3 2025, an estimated $52K.
  • HealthEquity made up 0.55% of EFG Asset Management's portfolio in Q3 2025, its #76 holding.
  • EFG Asset Management first reported a position in HealthEquity in Q2 2024 and has held it in 6 quarters since.
  • EFG Asset Management's HealthEquity position peaked at $4.67M in Q2 2025.
  • 493 funds tracked by Wall St. Rank held HealthEquity as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.