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Lindbrook Capital’s HealthEquity HQY Stock Holding History

Lindbrook Capital’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 		$68K Buy
770
+20
+3% +$2.05K 0.01% 850
2024
Q4 		$72K Buy
750
+162
+28% +$15.1K 0.01% 667
2024
Q3 		$48.1K Sell
588
-177
-23% -$13.7K ﹤0.01% 838
2024
Q2 		$65.9K Buy
765
+67
+10% +$5.41K 0.01% 688
2024
Q1 		$57K Buy
698
+129
+23% +$10.1K 0.01% 735
2023
Q4 		$37.7K Buy
569
+111
+24% +$7.7K ﹤0.01% 866
2023
Q3 		$33.5K Buy
458
+111
+32% +$7.5K ﹤0.01% 825
2023
Q2 		$21.9K Buy
347
+45
+15% +$2.61K ﹤0.01% 1042
2023
Q1 		$17.7K Sell
302
-207
-41% -$12.6K ﹤0.01% 1131
2022
Q4 		$31.4K Buy
509
+5
+1% +$336 ﹤0.01% 861
2022
Q3 		$34K Buy
504
+132
+35% +$8.35K 0.01% 779
2022
Q2 		$23K Buy
372
+183
+97% +$11.7K ﹤0.01% 918
2022
Q1 		$13K Buy
189
+156
+473% +$8.42K ﹤0.01% 1187
2021
Q4 		$1K Buy
33
+4
+14% +$233 ﹤0.01% 1933
2021
Q3 		$2K Buy
29
+5
+21% +$347 ﹤0.01% 1545
2021
Q2 		$2K Hold
24
– – ﹤0.01% 1594
2021
Q1 		$2K Hold
24
– – ﹤0.01% 1551
2020
Q4 		$2K Hold
24
– – ﹤0.01% 1458
2020
Q3 		$1K Hold
24
– – ﹤0.01% 1567
2020
Q2 		$1K Buy
+24
New +$1.33K ﹤0.01% 1567

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Lindbrook Capital's HQY Position: Q1 2025 in Review

Lindbrook Capital increased its HealthEquity (HQY) stake by 2.7% in Q1 2025, buying an estimated $2.05K and bringing the position to 770 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #850.

Lindbrook Capital first reported a position in HQY in Q2 2020 and has held it in 20 quarters since. The position peaked at $72K in Q4 2024. 464 funds tracked by Wall St. Rank hold HQY as of Q1 2025.

  • Lindbrook Capital held 770 shares of HealthEquity worth $68K as of Q1 2025.
  • Lindbrook Capital bought 20 HealthEquity shares in Q1 2025, an estimated $2.05K.
  • HealthEquity made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #850 holding.
  • Lindbrook Capital first reported a position in HealthEquity in Q2 2020 and has held it in 20 quarters since.
  • Lindbrook Capital's HealthEquity position peaked at $72K in Q4 2024.
  • 464 funds tracked by Wall St. Rank held HealthEquity as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.