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Integrated Advisors Network’s HealthEquity HQY Stock Holding History

Integrated Advisors Network’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
Q2 		– Sell
-2,936
Closed -$259K – 773
2025
Q1 		$259K Buy
+2,936
New +$301K 0.01% 625
2024
Q3 		– Sell
-4,335
Closed -$374K – 726
2024
Q2 		$374K Buy
+4,335
New +$350K 0.02% 529

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Integrated Advisors Network's HQY Position: Q2 2025 in Review

Integrated Advisors Network sold out of HealthEquity (HQY) in Q2 2025, closing a stake of 2,936 shares — an estimated $259K sold.

Integrated Advisors Network first reported a position in HQY in Q2 2024 and held it in 2 quarters. The position peaked at $374K in Q2 2024. 486 funds tracked by Wall St. Rank hold HQY as of Q2 2025.

  • Integrated Advisors Network reported no remaining HealthEquity position as of Q2 2025 after selling out during the quarter.
  • Integrated Advisors Network sold 2,936 HealthEquity shares in Q2 2025, an estimated $259K.
  • Integrated Advisors Network first reported a position in HealthEquity in Q2 2024 and held it in 2 quarters.
  • Integrated Advisors Network's HealthEquity position peaked at $374K in Q2 2024.
  • 486 funds tracked by Wall St. Rank held HealthEquity as of Q2 2025.

Based on Integrated Advisors Network's 13F filing for Q2 2025, filed 12 Aug 2025.