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Foundations Investment Advisors’s HealthEquity HQY Stock Holding History

Foundations Investment 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
Q4 		– Sell
-2,113
Closed -$200K – 1143
2025
Q3 		$200K Buy
+2,113
New +$199K ﹤0.01% 1001

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
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
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

Foundations Investment Advisors's HQY Position: Q4 2025 in Review

Foundations Investment Advisors sold out of HealthEquity (HQY) in Q4 2025, closing a stake of 2,113 shares — an estimated $200K sold.

Foundations Investment Advisors first reported a position in HQY in Q3 2025 and held it in 1 quarter. The position peaked at $200K in Q3 2025. 511 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

  • Foundations Investment Advisors reported no remaining HealthEquity position as of Q4 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 2,113 HealthEquity shares in Q4 2025, an estimated $200K.
  • Foundations Investment Advisors first reported a position in HealthEquity in Q3 2025 and held it in 1 quarter.
  • Foundations Investment Advisors's HealthEquity position peaked at $200K in Q3 2025.
  • 511 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.