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Principal Securities’s HealthEquity HQY Stock Holding History

Principal 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
-72
Closed -$6.82K – 2312
2025
Q3 		$6.82K Hold
72
– – ﹤0.01% 2861
2025
Q2 		$7.54K Buy
72
+3
+4% +$284 ﹤0.01% 2740
2025
Q1 		$6.62K Hold
69
– – ﹤0.01% 2680
2024
Q4 		$6.62K Buy
69
+15
+28% +$1.4K ﹤0.01% 2677
2024
Q3 		$4.42K Buy
54
+14
+35% +$1.08K ﹤0.01% 2713
2024
Q2 		$3.45K Buy
40
+6
+18% +$485 ﹤0.01% 2758
2024
Q1 		$2.77K Hold
34
– – ﹤0.01% 2779
2023
Q4 		$2.25K Buy
+34
New +$2.36K ﹤0.01% 2778

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

Principal Securities's HQY Position: Q4 2025 in Review

Principal Securities sold out of HealthEquity (HQY) in Q4 2025, closing a stake of 72 shares — an estimated $6.82K sold.

Principal Securities first reported a position in HQY in Q4 2023 and held it in 8 quarters. The position peaked at $7.54K in Q2 2025. 511 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

  • Principal Securities reported no remaining HealthEquity position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 72 HealthEquity shares in Q4 2025, an estimated $6.82K.
  • Principal Securities first reported a position in HealthEquity in Q4 2023 and held it in 8 quarters.
  • Principal Securities's HealthEquity position peaked at $7.54K in Q2 2025.
  • 511 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.