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 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 $15.3B AUM 25.06% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Orion Portfolio Solutions's HQY Position: Q1 2025 in Review

Orion Portfolio Solutions increased its HealthEquity (HQY) stake by 37% in Q1 2025, buying an estimated $90.8K and bringing the position to 3,280 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

Orion Portfolio Solutions first reported a position in HQY in Q4 2019 and has held it in 8 quarters since. The position peaked at $335K in Q3 2023. 464 funds tracked by Wall St. Rank hold HQY as of Q1 2025.

Orion Portfolio Solutions held 3,280 shares of HealthEquity worth $290K as of Q1 2025.
Orion Portfolio Solutions bought 885 HealthEquity shares in Q1 2025, an estimated $90.8K.
HealthEquity made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1646 holding.
Orion Portfolio Solutions first reported a position in HealthEquity in Q4 2019 and has held it in 8 quarters since.
Orion Portfolio Solutions's HealthEquity position peaked at $335K in Q3 2023.
464 funds tracked by Wall St. Rank held HealthEquity as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.