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Portside Wealth Group’s HealthEquity HQY Stock Holding History

Portside Wealth Group’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
-2,611
Closed -$247K – 486
2025
Q3 		$247K Sell
2,611
-88
-3% -$8.28K 0.03% 423
2025
Q2 		$283K Buy
2,699
+32
+1% +$3.03K 0.04% 373
2025
Q1 		$236K Buy
2,667
+318
+14% +$32.6K 0.04% 382
2024
Q4 		$225K Buy
+2,349
New +$219K 0.04% 382
2024
Q2 		– Sell
-2,634
Closed -$215K – 381
2024
Q1 		$215K Buy
+2,634
New +$206K 0.04% 339
2023
Q4 		– Sell
-3,340
Closed -$241K – 380
2023
Q3 		$241K Buy
+3,340
New +$226K 0.05% 287

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Portside Wealth Group's HQY Position: Q4 2025 in Review

Portside Wealth Group sold out of HealthEquity (HQY) in Q4 2025, closing a stake of 2,611 shares — an estimated $247K sold.

Portside Wealth Group first reported a position in HQY in Q3 2023 and held it in 6 quarters. The position peaked at $283K in Q2 2025. 512 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

  • Portside Wealth Group reported no remaining HealthEquity position as of Q4 2025 after selling out during the quarter.
  • Portside Wealth Group sold 2,611 HealthEquity shares in Q4 2025, an estimated $247K.
  • Portside Wealth Group first reported a position in HealthEquity in Q3 2023 and held it in 6 quarters.
  • Portside Wealth Group's HealthEquity position peaked at $283K in Q2 2025.
  • 512 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on Portside Wealth Group's 13F filing for Q4 2025, filed 21 Jan 2026.