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PharVision Advisers’s HealthEquity HQY Stock Holding History

PharVision Advisers’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
-3,997
Closed -$379K – 828
2025
Q3 		$379K Buy
3,997
+1,978
+98% +$186K 0.21% 100
2025
Q2 		$212K Buy
+2,019
New +$191K 0.3% 187

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

PharVision Advisers's HQY Position: Q4 2025 in Review

PharVision Advisers sold out of HealthEquity (HQY) in Q4 2025, closing a stake of 3,997 shares — an estimated $379K sold.

PharVision Advisers first reported a position in HQY in Q2 2025 and held it in 2 quarters. The position peaked at $379K in Q3 2025. 511 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

  • PharVision Advisers reported no remaining HealthEquity position as of Q4 2025 after selling out during the quarter.
  • PharVision Advisers sold 3,997 HealthEquity shares in Q4 2025, an estimated $379K.
  • PharVision Advisers first reported a position in HealthEquity in Q2 2025 and held it in 2 quarters.
  • PharVision Advisers's HealthEquity position peaked at $379K in Q3 2025.
  • 511 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on PharVision Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.