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Johnson Financial Group Inc (Wisconsin)’s HealthEquity HQY Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-57
Closed -$5.4K – 1002
2025
Q3 		$5.4K Buy
+57
New +$5.36K ﹤0.01% 840
2025
Q2 		– Sell
-485
Closed -$42.9K – 796
2025
Q1 		$42.9K Buy
485
+420
+646% +$43.1K ﹤0.01% 637
2024
Q4 		$7.18K Sell
65
-45
-41% -$4.19K ﹤0.01% 676
2024
Q3 		$9K Buy
+110
New +$8.49K ﹤0.01% 696

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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

Johnson Financial Group Inc (Wisconsin)'s HQY Position: Q4 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of HealthEquity (HQY) in Q4 2025, closing a stake of 57 shares — an estimated $5.4K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in HQY in Q3 2024 and held it in 4 quarters. The position peaked at $42.9K in Q1 2025. 513 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining HealthEquity position as of Q4 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 57 HealthEquity shares in Q4 2025, an estimated $5.4K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in HealthEquity in Q3 2024 and held it in 4 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s HealthEquity position peaked at $42.9K in Q1 2025.
  • 513 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2025, filed 12 Feb 2026.