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Madison Investment Advisors’s HealthEquity HQY Stock Holding History

Madison Investment Advisors’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
2024
Q4 		$6.73M Buy
+70,155
New +$6.54M 0.08% 151

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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Madison Investment Advisors's HQY Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in HealthEquity (HQY) in Q4 2024: 70,155 shares worth $6.73M. The stake represents 0.08% of the portfolio and ranks #151 among its holdings.

442 funds tracked by Wall St. Rank hold HQY as of Q4 2024.

  • Madison Investment Advisors held 70,155 shares of HealthEquity worth $6.73M as of Q4 2024.
  • HealthEquity was a new Madison Investment Advisors position in Q4 2024.
  • HealthEquity made up 0.08% of Madison Investment Advisors's portfolio in Q4 2024, its #151 holding.
  • 442 funds tracked by Wall St. Rank held HealthEquity as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.