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Peapack-Gladstone Financial Corp’s HealthEquity HQY Stock Holding History

Peapack-Gladstone Financial 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
2025
Q4 		– Sell
-2,362
Closed -$224K – 665
2025
Q3 		$224K Sell
2,362
-94
-4% -$8.85K ﹤0.01% 638
2025
Q2 		$257K Buy
2,456
+112
+5% +$10.6K ﹤0.01% 580
2025
Q1 		$207K Sell
2,344
-13
-0.6% -$1.33K ﹤0.01% 644
2024
Q4 		$226K Buy
+2,357
New +$220K ﹤0.01% 629

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

Peapack-Gladstone Financial Corp's HQY Position: Q4 2025 in Review

Peapack-Gladstone Financial Corp sold out of HealthEquity (HQY) in Q4 2025, closing a stake of 2,362 shares — an estimated $224K sold.

Peapack-Gladstone Financial Corp first reported a position in HQY in Q4 2024 and held it in 4 quarters. The position peaked at $257K in Q2 2025. 511 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

  • Peapack-Gladstone Financial Corp reported no remaining HealthEquity position as of Q4 2025 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 2,362 HealthEquity shares in Q4 2025, an estimated $224K.
  • Peapack-Gladstone Financial Corp first reported a position in HealthEquity in Q4 2024 and held it in 4 quarters.
  • Peapack-Gladstone Financial Corp's HealthEquity position peaked at $257K in Q2 2025.
  • 511 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q4 2025, filed 10 Feb 2026.