OPS
HQY icon

Orion Portfolio Solutions’s HealthEquity HQY Stock Holding History

Orion Portfolio Solutions’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 		$290K Buy
3,280
+885
+37% +$90.8K ﹤0.01% 1646
2024
Q4 		$230K Sell
2,395
-865
-27% -$80.6K ﹤0.01% 1687
2024
Q3 		$267K Sell
3,260
-59
-2% -$4.55K ﹤0.01% 1574
2024
Q2 		$286K Buy
+3,319
New +$268K ﹤0.01% 1478
2023
Q4 		– Sell
-4,590
Closed -$335K – 1698
2023
Q3 		$335K Buy
4,590
+1,284
+39% +$86.7K ﹤0.01% 1335
2023
Q2 		$209K Buy
+3,306
New +$192K ﹤0.01% 1547
2020
Q3 		– Sell
-78
Closed -$5K – 1134
2020
Q2 		$5K Buy
+78
New +$4.31K ﹤0.01% 1477
2020
Q1 		– Sell
-175
Closed -$13K – 2067
2019
Q4 		$13K Buy
+175
New +$10.9K ﹤0.01% 916

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return