Oarsman Capital’s HealthEquity HQY Stock Holding History

Oarsman 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	–	Sell	-997	Closed	-$95.7K	–	506
2024 Q4	$95.7K	Buy	997 +51	+5%	+$4.75K	0.02%	341
2024 Q3	$77.4K	Buy	+946	New	+$73K	0.01%	378

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Oarsman Capital's HQY Position: Q1 2025 in Review

Oarsman Capital sold out of HealthEquity (HQY) in Q1 2025, closing a stake of 997 shares — an estimated $95.7K sold.

Oarsman Capital first reported a position in HQY in Q3 2024 and held it in 2 quarters. The position peaked at $95.7K in Q4 2024. 464 funds tracked by Wall St. Rank hold HQY as of Q1 2025.

Oarsman Capital reported no remaining HealthEquity position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 997 HealthEquity shares in Q1 2025, an estimated $95.7K.
Oarsman Capital first reported a position in HealthEquity in Q3 2024 and held it in 2 quarters.
Oarsman Capital's HealthEquity position peaked at $95.7K in Q4 2024.
464 funds tracked by Wall St. Rank held HealthEquity as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.