HWP
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Highline Wealth Partners’s HealthEquity HQY Stock Holding History

Highline Wealth Partners’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
-24
Closed -$2.27K – 1120
2025
Q3 		$2.27K Hold
24
– – ﹤0.01% 828
2025
Q2 		$2.51K Hold
24
– – ﹤0.01% 603
2025
Q1 		$2.12K Buy
+24
New +$2.46K ﹤0.01% 620

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

Highline Wealth Partners's HQY Position: Q4 2025 in Review

Highline Wealth Partners sold out of HealthEquity (HQY) in Q4 2025, closing a stake of 24 shares — an estimated $2.27K sold.

Highline Wealth Partners first reported a position in HQY in Q1 2025 and held it in 3 quarters. The position peaked at $2.51K in Q2 2025. 512 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

  • Highline Wealth Partners reported no remaining HealthEquity position as of Q4 2025 after selling out during the quarter.
  • Highline Wealth Partners sold 24 HealthEquity shares in Q4 2025, an estimated $2.27K.
  • Highline Wealth Partners first reported a position in HealthEquity in Q1 2025 and held it in 3 quarters.
  • Highline Wealth Partners's HealthEquity position peaked at $2.51K in Q2 2025.
  • 512 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on Highline Wealth Partners's 13F filing for Q4 2025, filed 15 Jan 2026.