Montag & Associates’s HealthEquity HQY Stock Holding History

Montag & Associates’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	-10	Closed	-$948	–	1050
2025 Q3	$948	Buy	+10	New	+$941	﹤0.01%	1024

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Montag & Associates's HQY Position: Q4 2025 in Review

Montag & Associates sold out of HealthEquity (HQY) in Q4 2025, closing a stake of 10 shares — an estimated $948 sold.

Montag & Associates first reported a position in HQY in Q3 2025 and held it in 1 quarter. The position peaked at $948 in Q3 2025. 513 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

Montag & Associates reported no remaining HealthEquity position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 10 HealthEquity shares in Q4 2025, an estimated $948.
Montag & Associates first reported a position in HealthEquity in Q3 2025 and held it in 1 quarter.
Montag & Associates's HealthEquity position peaked at $948 in Q3 2025.
513 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.