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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s HealthEquity HQY Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q4 		– Sell
-50
Closed -$4.74K – 563
2025
Q3 		$4.74K Buy
+50
New +$4.71K ﹤0.01% 439

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s HQY Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of HealthEquity (HQY) in Q4 2025, closing a stake of 50 shares — an estimated $4.74K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in HQY in Q3 2025 and held it in 1 quarter. The position peaked at $4.74K in Q3 2025. 511 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining HealthEquity position as of Q4 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 50 HealthEquity shares in Q4 2025, an estimated $4.74K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in HealthEquity in Q3 2025 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s HealthEquity position peaked at $4.74K in Q3 2025.
  • 511 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.