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Fortis Capital Advisors’s HealthEquity HQY Stock Holding History

Fortis Capital 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
Q3 		– Sell
-6,736
Closed -$706K – 296
2025
Q2 		$706K Sell
6,736
-1,814
-21% -$172K 0.13% 124
2025
Q1 		$756K Buy
+8,550
New +$877K 0.15% 115
2024
Q2 		– Sell
-4,225
Closed -$345K – 175
2024
Q1 		$345K Buy
+4,225
New +$330K 0.15% 126
2023
Q2 		– Sell
-309
Closed -$18.1K – 331
2023
Q1 		$18.1K Buy
309
+274
+783% +$16.6K 0.01% 410
2022
Q4 		$2.16K Buy
+35
New +$2.35K ﹤0.01% 576

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

Fortis Capital Advisors's HQY Position: Q3 2025 in Review

Fortis Capital Advisors sold out of HealthEquity (HQY) in Q3 2025, closing a stake of 6,736 shares — an estimated $706K sold.

Fortis Capital Advisors first reported a position in HQY in Q4 2022 and held it in 5 quarters. The position peaked at $756K in Q1 2025. 493 funds tracked by Wall St. Rank hold HQY as of Q3 2025.

  • Fortis Capital Advisors reported no remaining HealthEquity position as of Q3 2025 after selling out during the quarter.
  • Fortis Capital Advisors sold 6,736 HealthEquity shares in Q3 2025, an estimated $706K.
  • Fortis Capital Advisors first reported a position in HealthEquity in Q4 2022 and held it in 5 quarters.
  • Fortis Capital Advisors's HealthEquity position peaked at $756K in Q1 2025.
  • 493 funds tracked by Wall St. Rank held HealthEquity as of Q3 2025.

Based on Fortis Capital Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.