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Gibbs Wealth Management’s HealthEquity HQY Stock Holding History

Gibbs Wealth 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
-2,471
Closed -$259K – 346
2025
Q2 		$259K Buy
2,471
+181
+8% +$17.2K 0.05% 309
2025
Q1 		$202K Buy
+2,290
New +$235K 0.05% 303

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

Gibbs Wealth Management's HQY Position: Q3 2025 in Review

Gibbs Wealth Management sold out of HealthEquity (HQY) in Q3 2025, closing a stake of 2,471 shares — an estimated $259K sold.

Gibbs Wealth Management first reported a position in HQY in Q1 2025 and held it in 2 quarters. The position peaked at $259K in Q2 2025. 493 funds tracked by Wall St. Rank hold HQY as of Q3 2025.

  • Gibbs Wealth Management reported no remaining HealthEquity position as of Q3 2025 after selling out during the quarter.
  • Gibbs Wealth Management sold 2,471 HealthEquity shares in Q3 2025, an estimated $259K.
  • Gibbs Wealth Management first reported a position in HealthEquity in Q1 2025 and held it in 2 quarters.
  • Gibbs Wealth Management's HealthEquity position peaked at $259K in Q2 2025.
  • 493 funds tracked by Wall St. Rank held HealthEquity as of Q3 2025.

Based on Gibbs Wealth Management's 13F filing for Q3 2025, filed 30 Oct 2025.