Envestnet Portfolio Solutions
HQY icon

Envestnet Portfolio Solutions’s HealthEquity HQY Stock Holding History

Envestnet Portfolio Solutions’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
-3,506
Closed -$336K – 1660
2024
Q4 		$336K Sell
3,506
-315
-8% -$29.4K ﹤0.01% 1448
2024
Q3 		$313K Buy
3,821
+182
+5% +$14K ﹤0.01% 1430
2024
Q2 		$314K Buy
3,639
+98
+3% +$7.92K ﹤0.01% 1358
2024
Q1 		$289K Buy
3,541
+43
+1% +$3.36K ﹤0.01% 1381
2023
Q4 		$232K Sell
3,498
-186
-5% -$12.9K ﹤0.01% 1429
2023
Q3 		$269K Buy
+3,684
New +$249K ﹤0.01% 1283

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

Envestnet Portfolio Solutions's HQY Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of HealthEquity (HQY) in Q1 2025, closing a stake of 3,506 shares — an estimated $336K sold.

Envestnet Portfolio Solutions first reported a position in HQY in Q3 2023 and held it in 6 quarters. The position peaked at $336K in Q4 2024. 464 funds tracked by Wall St. Rank hold HQY as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining HealthEquity position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 3,506 HealthEquity shares in Q1 2025, an estimated $336K.
  • Envestnet Portfolio Solutions first reported a position in HealthEquity in Q3 2023 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's HealthEquity position peaked at $336K in Q4 2024.
  • 464 funds tracked by Wall St. Rank held HealthEquity as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.