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Hemington Wealth Management’s HealthEquity HQY Stock Holding History

Hemington 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 		$9K Sell
95
-4
-4% -$376 ﹤0.01% 922
2025
Q2 		$10K Buy
99
+18
+22% +$1.71K ﹤0.01% 856
2025
Q1 		$7K Buy
81
+12
+17% +$1.23K ﹤0.01% 922
2024
Q4 		$6K Buy
69
+14
+25% +$1.3K ﹤0.01% 948
2024
Q3 		$4K Buy
+55
New +$4.24K ﹤0.01% 1006

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

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

Hemington Wealth Management reduced its HealthEquity (HQY) stake by 4% in Q3 2025, selling an estimated $376 and leaving 95 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

Hemington Wealth Management first reported a position in HQY in Q3 2024 and has held it in 5 quarters since. The position peaked at $10K in Q2 2025. 493 funds tracked by Wall St. Rank hold HQY as of Q3 2025.

  • Hemington Wealth Management held 95 shares of HealthEquity worth $9K as of Q3 2025.
  • Hemington Wealth Management sold 4 HealthEquity shares in Q3 2025, an estimated $376.
  • HealthEquity made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #922 holding.
  • Hemington Wealth Management first reported a position in HealthEquity in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's HealthEquity position peaked at $10K in Q2 2025.
  • 493 funds tracked by Wall St. Rank held HealthEquity as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.