Overbrook Management Corp’s HealthEquity HQY Stock Holding History

Overbrook Management Corp’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
2026 Q3	$517K	Sell	5,840 -2,409	-29%	-$236K	0.08%	43
2026 Q2	$745K	Sell	8,249 -4,427	-35%	-$375K	0.11%	43
2026 Q1	$1.06M	Sell	12,676 -27,795	-69%	-$2.28M	0.2%	38
2025 Q4	$3.71M	Sell	40,471 -4,499	-10%	-$431K	0.64%	29
2025 Q3	$4.26M	Sell	44,970 -2,515	-5%	-$237K	0.77%	28
2025 Q2	$4.97M	Sell	47,485 -21,931	-32%	-$2.08M	0.93%	27
2025 Q1	$6.13M	Sell	69,416 -3,867	-5%	-$397K	1.44%	27
2024 Q4	$7.03M	Sell	73,283 -261	-0.4%	-$24.3K	1.51%	26
2024 Q3	$6.02M	Sell	73,544 -68,957	-48%	-$5.32M	1.38%	26
2024 Q2	$12.3M	Buy	+142,501	New	+$11.5M	3.1%	13

Other funds holding HQY

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Overbrook Management Corp's HQY Position: Q3 2026 in Review

Overbrook Management Corp reduced its HealthEquity (HQY) stake by 29% in Q3 2026, selling an estimated $236K and leaving 5,840 shares worth $517K. The position accounts for 0.08% of the portfolio, ranked #43.

Overbrook Management Corp first reported a position in HQY in Q2 2024 and has held it in 10 quarters since. The position peaked at $12.3M in Q2 2024. 30 funds tracked by Wall St. Rank hold HQY as of Q3 2026.

Overbrook Management Corp held 5,840 shares of HealthEquity worth $517K as of Q3 2026.
Overbrook Management Corp sold 2,409 HealthEquity shares in Q3 2026, an estimated $236K.
HealthEquity made up 0.08% of Overbrook Management Corp's portfolio in Q3 2026, its #43 holding.
Overbrook Management Corp first reported a position in HealthEquity in Q2 2024 and has held it in 10 quarters since.
Overbrook Management Corp's HealthEquity position peaked at $12.3M in Q2 2024.
30 funds tracked by Wall St. Rank held HealthEquity as of Q3 2026.

Based on Overbrook Management Corp's 13F filing for Q3 2026, filed 8 Oct 2026.