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MCF Advisors’s HealthEquity HQY Stock Holding History

MCF 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
2025
Q3 		– Sell
-140
Closed -$14.7K – 981
2025
Q2 		$14.7K Buy
140
+36
+35% +$3.41K ﹤0.01% 597
2025
Q1 		$9.19K Buy
104
+29
+39% +$2.97K ﹤0.01% 663
2024
Q4 		$7.2K Sell
75
-42
-36% -$3.91K ﹤0.01% 711
2024
Q3 		$9.58K Buy
+117
New +$9.03K ﹤0.01% 657
2022
Q4 		– Sell
-188
Closed -$13K – 845
2022
Q3 		$13K Buy
+188
New +$11.9K ﹤0.01% 520

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

MCF Advisors's HQY Position: Q3 2025 in Review

MCF Advisors sold out of HealthEquity (HQY) in Q3 2025, closing a stake of 140 shares — an estimated $14.7K sold.

MCF Advisors first reported a position in HQY in Q3 2022 and held it in 5 quarters. The position peaked at $14.7K in Q2 2025. 493 funds tracked by Wall St. Rank hold HQY as of Q3 2025.

  • MCF Advisors reported no remaining HealthEquity position as of Q3 2025 after selling out during the quarter.
  • MCF Advisors sold 140 HealthEquity shares in Q3 2025, an estimated $14.7K.
  • MCF Advisors first reported a position in HealthEquity in Q3 2022 and held it in 5 quarters.
  • MCF Advisors's HealthEquity position peaked at $14.7K in Q2 2025.
  • 493 funds tracked by Wall St. Rank held HealthEquity as of Q3 2025.

Based on MCF Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.