Heck Capital Advisors’s HealthEquity HQY Stock Holding History

Heck Capital 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 Q1	–	Sell	-4	Closed	-$384	–	484
2024 Q4	$384	Buy	+4	New	+$373	﹤0.01%	765

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Heck Capital Advisors's HQY Position: Q1 2025 in Review

Heck Capital Advisors sold out of HealthEquity (HQY) in Q1 2025, closing a stake of 4 shares — an estimated $384 sold.

Heck Capital Advisors first reported a position in HQY in Q4 2024 and held it in 1 quarter. The position peaked at $384 in Q4 2024. 464 funds tracked by Wall St. Rank hold HQY as of Q1 2025.

Heck Capital Advisors reported no remaining HealthEquity position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 4 HealthEquity shares in Q1 2025, an estimated $384.
Heck Capital Advisors first reported a position in HealthEquity in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's HealthEquity position peaked at $384 in Q4 2024.
464 funds tracked by Wall St. Rank held HealthEquity as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.