PAS
HQY icon

Park Avenue Securities’s HealthEquity HQY Stock Holding History

Park Avenue Securities’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
-2,168
Closed -$205K – 1591
2025
Q3 		$205K Buy
+2,168
New +$204K ﹤0.01% 1577

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Park Avenue Securities's HQY Position: Q4 2025 in Review

Park Avenue Securities sold out of HealthEquity (HQY) in Q4 2025, closing a stake of 2,168 shares — an estimated $205K sold.

Park Avenue Securities first reported a position in HQY in Q3 2025 and held it in 1 quarter. The position peaked at $205K in Q3 2025. 511 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

  • Park Avenue Securities reported no remaining HealthEquity position as of Q4 2025 after selling out during the quarter.
  • Park Avenue Securities sold 2,168 HealthEquity shares in Q4 2025, an estimated $205K.
  • Park Avenue Securities first reported a position in HealthEquity in Q3 2025 and held it in 1 quarter.
  • Park Avenue Securities's HealthEquity position peaked at $205K in Q3 2025.
  • 511 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on Park Avenue Securities's 13F filing for Q4 2025, filed 5 Jan 2026.