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Ostrum Asset Management’s HealthEquity HQY Stock Holding History

Ostrum Asset 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
Q2 		– Sell
-1,533
Closed -$135K – 601
2025
Q1 		$135K Sell
1,533
-335
-18% -$34.4K 0.01% 537
2024
Q4 		$179K Buy
1,868
+879
+89% +$81.9K 0.02% 519
2024
Q3 		$81K Sell
989
-724
-42% -$55.9K 0.01% 585
2024
Q2 		$148K Buy
1,713
+286
+20% +$23.1K 0.01% 537
2024
Q1 		$116K Buy
1,427
+715
+100% +$55.8K 0.01% 585
2023
Q4 		$47.2K Sell
712
-1,022
-59% -$70.9K ﹤0.01% 629
2023
Q3 		$127K Buy
1,734
+698
+67% +$47.2K 0.01% 585
2023
Q2 		$65.4K Hold
1,036
– – 0.01% 634
2023
Q1 		$60.8K Buy
+1,036
New +$62.9K 0.01% 634

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ostrum Asset Management's HQY Position: Q2 2025 in Review

Ostrum Asset Management sold out of HealthEquity (HQY) in Q2 2025, closing a stake of 1,533 shares — an estimated $135K sold.

Ostrum Asset Management first reported a position in HQY in Q1 2023 and held it in 9 quarters. The position peaked at $179K in Q4 2024. 486 funds tracked by Wall St. Rank hold HQY as of Q2 2025.

  • Ostrum Asset Management reported no remaining HealthEquity position as of Q2 2025 after selling out during the quarter.
  • Ostrum Asset Management sold 1,533 HealthEquity shares in Q2 2025, an estimated $135K.
  • Ostrum Asset Management first reported a position in HealthEquity in Q1 2023 and held it in 9 quarters.
  • Ostrum Asset Management's HealthEquity position peaked at $179K in Q4 2024.
  • 486 funds tracked by Wall St. Rank held HealthEquity as of Q2 2025.

Based on Ostrum Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.