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Nicolet Advisory Services’s HealthEquity HQY Stock Holding History

Nicolet Advisory Services’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 		$509K Buy
6,021
+3,713
+161% +$355K 0.03% 225
2025
Q3 		$204K Buy
2,308
+41
+2% +$3.86K 0.02% 393
2025
Q2 		$206K Sell
2,267
-571
-20% -$54.1K 0.02% 389
2025
Q1 		$227K Sell
2,838
-38
-1% -$3.9K 0.02% 339
2024
Q4 		$289K Sell
2,876
-1,342
-32% -$125K 0.03% 300
2024
Q3 		$330K Buy
4,218
+233
+6% +$18K 0.03% 272
2024
Q2 		$315K Buy
3,985
+581
+17% +$46.9K 0.03% 266
2024
Q1 		$268K Buy
+3,404
New +$266K 0.03% 289

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nicolet Advisory Services's HQY Position: Q4 2025 in Review

Nicolet Advisory Services increased its HealthEquity (HQY) stake by 161% in Q4 2025, buying an estimated $355K and bringing the position to 6,021 shares worth $509K. The position accounts for 0.03% of the portfolio, ranked #225.

Nicolet Advisory Services first reported a position in HQY in Q1 2024 and has held it in 8 quarters since. 511 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

  • Nicolet Advisory Services held 6,021 shares of HealthEquity worth $509K as of Q4 2025.
  • Nicolet Advisory Services bought 3,713 HealthEquity shares in Q4 2025, an estimated $355K.
  • HealthEquity made up 0.03% of Nicolet Advisory Services's portfolio in Q4 2025, its #225 holding.
  • Nicolet Advisory Services first reported a position in HealthEquity in Q1 2024 and has held it in 8 quarters since.
  • 511 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.