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Grey Fox Wealth Advisors’s HealthEquity HQY Stock Holding History

Grey Fox Wealth 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
-17
Closed -$1.61K – 342
2025
Q3 		$1.61K Buy
+17
New +$1.6K ﹤0.01% 554

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Grey Fox Wealth Advisors's HQY Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of HealthEquity (HQY) in Q4 2025, closing a stake of 17 shares — an estimated $1.61K sold.

Grey Fox Wealth Advisors first reported a position in HQY in Q3 2025 and held it in 1 quarter. The position peaked at $1.61K in Q3 2025. 513 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining HealthEquity position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 17 HealthEquity shares in Q4 2025, an estimated $1.61K.
  • Grey Fox Wealth Advisors first reported a position in HealthEquity in Q3 2025 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's HealthEquity position peaked at $1.61K in Q3 2025.
  • 513 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.