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FourThought Financial Partners’s HealthEquity HQY Stock Holding History

FourThought Financial Partners’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
-4,019
Closed -$381K – 555
2025
Q3 		$381K Buy
+4,019
New +$378K 0.03% 229

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FourThought Financial Partners's HQY Position: Q4 2025 in Review

FourThought Financial Partners sold out of HealthEquity (HQY) in Q4 2025, closing a stake of 4,019 shares — an estimated $381K sold.

FourThought Financial Partners first reported a position in HQY in Q3 2025 and held it in 1 quarter. The position peaked at $381K in Q3 2025. 513 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

  • FourThought Financial Partners reported no remaining HealthEquity position as of Q4 2025 after selling out during the quarter.
  • FourThought Financial Partners sold 4,019 HealthEquity shares in Q4 2025, an estimated $381K.
  • FourThought Financial Partners first reported a position in HealthEquity in Q3 2025 and held it in 1 quarter.
  • FourThought Financial Partners's HealthEquity position peaked at $381K in Q3 2025.
  • 513 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on FourThought Financial Partners's 13F filing for Q4 2025, filed 6 Feb 2026.