Fourth Dimension Wealth’s HealthEquity HQY Stock Holding History

Fourth Dimension Wealth’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 Q2	–	Sell	-100	Closed	-$8.84K	–	621
2025 Q1	$8.84K	Buy	+100	New	+$10.3K	﹤0.01%	429

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fourth Dimension Wealth's HQY Position: Q2 2025 in Review

Fourth Dimension Wealth sold out of HealthEquity (HQY) in Q2 2025, closing a stake of 100 shares — an estimated $8.84K sold.

Fourth Dimension Wealth first reported a position in HQY in Q1 2025 and held it in 1 quarter. The position peaked at $8.84K in Q1 2025. 486 funds tracked by Wall St. Rank hold HQY as of Q2 2025.

Fourth Dimension Wealth reported no remaining HealthEquity position as of Q2 2025 after selling out during the quarter.
Fourth Dimension Wealth sold 100 HealthEquity shares in Q2 2025, an estimated $8.84K.
Fourth Dimension Wealth first reported a position in HealthEquity in Q1 2025 and held it in 1 quarter.
Fourth Dimension Wealth's HealthEquity position peaked at $8.84K in Q1 2025.
486 funds tracked by Wall St. Rank held HealthEquity as of Q2 2025.

Based on Fourth Dimension Wealth's 13F filing for Q2 2025, filed 5 Aug 2025.