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Fairman Group’s HealthEquity HQY Stock Holding History

Fairman Group’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
-15
Closed -$1.44K – 296
2024
Q4 		$1.44K Sell
15
-15
-50% -$1.4K ﹤0.01% 241
2024
Q3 		$2.46K Hold
30
– – ﹤0.01% 251
2024
Q2 		$2.59K Hold
30
– – ﹤0.01% 245
2024
Q1 		$2.45K Hold
30
– – ﹤0.01% 245
2023
Q4 		$1.99K Buy
+30
New +$2.08K ﹤0.01% 262

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

Fairman Group's HQY Position: Q1 2025 in Review

Fairman Group sold out of HealthEquity (HQY) in Q1 2025, closing a stake of 15 shares — an estimated $1.44K sold.

Fairman Group first reported a position in HQY in Q4 2023 and held it in 5 quarters. The position peaked at $2.59K in Q2 2024. 464 funds tracked by Wall St. Rank hold HQY as of Q1 2025.

  • Fairman Group reported no remaining HealthEquity position as of Q1 2025 after selling out during the quarter.
  • Fairman Group sold 15 HealthEquity shares in Q1 2025, an estimated $1.44K.
  • Fairman Group first reported a position in HealthEquity in Q4 2023 and held it in 5 quarters.
  • Fairman Group's HealthEquity position peaked at $2.59K in Q2 2024.
  • 464 funds tracked by Wall St. Rank held HealthEquity as of Q1 2025.

Based on Fairman Group's 13F filing for Q1 2025, filed 7 May 2025.