Fuller & Thaler Asset Management
HQY icon

Fuller & Thaler Asset Management’s HealthEquity HQY Stock Holding History

Fuller & Thaler Asset Management’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
-482
Closed -$50.5K – 542
2025
Q2 		$50.5K Sell
482
-275
-36% -$26.1K ﹤0.01% 516
2025
Q1 		$66.9K Sell
757
-501,815
-100% -$51.5M ﹤0.01% 511
2024
Q4 		$48.2M Buy
502,572
+40,097
+9% +$3.74M 0.18% 182
2024
Q3 		$37.9M Buy
462,475
+60,627
+15% +$4.68M 0.15% 214
2024
Q2 		$34.6M Buy
401,848
+84,425
+27% +$6.82M 0.15% 198
2024
Q1 		$25.9M Buy
317,423
+90,168
+40% +$7.04M 0.11% 206
2023
Q4 		$15.1M Buy
227,255
+22,545
+11% +$1.56M 0.08% 238
2023
Q3 		$15M Buy
204,710
+17,010
+9% +$1.15M 0.09% 206
2023
Q2 		$11.9M Buy
+187,700
New +$10.9M 0.07% 236
2020
Q2 		– Sell
-125,801
Closed -$6.36M – 495
2020
Q1 		$6.36M Sell
125,801
-2,689
-2% -$179K 0.11% 173
2019
Q4 		$9.52M Sell
128,490
-2,778
-2% -$173K 0.11% 161
2019
Q3 		$7.5M Buy
+131,268
New +$8.71M 0.09% 181
2015
Q4 		– Sell
-100
Closed -$3K – 740
2015
Q3 		$3K Buy
+100
New +$3.14K ﹤0.01% 655

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

Fuller & Thaler Asset Management's HQY Position: Q3 2025 in Review

Fuller & Thaler Asset Management sold out of HealthEquity (HQY) in Q3 2025, closing a stake of 482 shares — an estimated $50.5K sold.

Fuller & Thaler Asset Management first reported a position in HQY in Q3 2015 and held it in 13 quarters. The position peaked at $48.2M in Q4 2024. 493 funds tracked by Wall St. Rank hold HQY as of Q3 2025.

  • Fuller & Thaler Asset Management reported no remaining HealthEquity position as of Q3 2025 after selling out during the quarter.
  • Fuller & Thaler Asset Management sold 482 HealthEquity shares in Q3 2025, an estimated $50.5K.
  • Fuller & Thaler Asset Management first reported a position in HealthEquity in Q3 2015 and held it in 13 quarters.
  • Fuller & Thaler Asset Management's HealthEquity position peaked at $48.2M in Q4 2024.
  • 493 funds tracked by Wall St. Rank held HealthEquity as of Q3 2025.

Based on Fuller & Thaler Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.