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Oregon Pacific Wealth Management’s HealthEquity HQY Stock Holding History

Oregon Pacific Wealth Management’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
-2,330
Closed -$221K – 130
2025
Q3 		$221K Buy
+2,330
New +$219K 0.19% 124

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Geode Capital Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Westfield Capital Management
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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
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Oregon Pacific Wealth Management's HQY Position: Q4 2025 in Review

Oregon Pacific Wealth Management sold out of HealthEquity (HQY) in Q4 2025, closing a stake of 2,330 shares — an estimated $221K sold.

Oregon Pacific Wealth Management first reported a position in HQY in Q3 2025 and held it in 1 quarter. The position peaked at $221K in Q3 2025. 511 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

  • Oregon Pacific Wealth Management reported no remaining HealthEquity position as of Q4 2025 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 2,330 HealthEquity shares in Q4 2025, an estimated $221K.
  • Oregon Pacific Wealth Management first reported a position in HealthEquity in Q3 2025 and held it in 1 quarter.
  • Oregon Pacific Wealth Management's HealthEquity position peaked at $221K in Q3 2025.
  • 511 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.