PAG
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Private Advisor Group’s HealthEquity HQY Stock Holding History

Private Advisor 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
Q3 		– Sell
-1,929
Closed -$202K – 2624
2025
Q2 		$202K Sell
1,929
-1,109
-37% -$105K ﹤0.01% 2229
2025
Q1 		$268K Buy
3,038
+926
+44% +$95K ﹤0.01% 1933
2024
Q4 		$203K Sell
2,112
-432
-17% -$40.3K ﹤0.01% 2084
2024
Q3 		$208K Buy
+2,544
New +$196K ﹤0.01% 2190
2021
Q1 		– Sell
-5,185
Closed -$361K – 1931
2020
Q4 		$361K Sell
5,185
-888
-15% -$55.2K ﹤0.01% 1382
2020
Q3 		$312K Sell
6,073
-112
-2% -$6.15K ﹤0.01% 1242
2020
Q2 		$363K Sell
6,185
-50
-0.8% -$2.77K 0.01% 1141
2020
Q1 		$315K Buy
6,235
+200
+3% +$13.3K 0.01% 1052
2019
Q4 		$447K Hold
6,035
– – 0.01% 1104
2019
Q3 		$345K Sell
6,035
-1,193
-17% -$79.2K 0.01% 1229
2019
Q2 		$473K Buy
7,228
+483
+7% +$33.6K 0.01% 1073
2019
Q1 		$499K Buy
6,745
+2,229
+49% +$157K 0.01% 971
2018
Q4 		$269K Sell
4,516
-916
-17% -$73.8K 0.01% 1060
2018
Q3 		$513K Buy
+5,432
New +$468K 0.01% 981
2018
Q2 		– Sell
-3,800
Closed -$230K – 1363
2018
Q1 		$230K Buy
+3,800
New +$206K 0.01% 993
2017
Q4 		– Sell
-4,697
Closed -$241K – 1279
2017
Q3 		$241K Buy
+4,697
New +$219K 0.01% 1255

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Private Advisor Group's HQY Position: Q3 2025 in Review

Private Advisor Group sold out of HealthEquity (HQY) in Q3 2025, closing a stake of 1,929 shares — an estimated $202K sold.

Private Advisor Group first reported a position in HQY in Q3 2017 and held it in 16 quarters. The position peaked at $513K in Q3 2018. 493 funds tracked by Wall St. Rank hold HQY as of Q3 2025.

  • Private Advisor Group reported no remaining HealthEquity position as of Q3 2025 after selling out during the quarter.
  • Private Advisor Group sold 1,929 HealthEquity shares in Q3 2025, an estimated $202K.
  • Private Advisor Group first reported a position in HealthEquity in Q3 2017 and held it in 16 quarters.
  • Private Advisor Group's HealthEquity position peaked at $513K in Q3 2018.
  • 493 funds tracked by Wall St. Rank held HealthEquity as of Q3 2025.

Based on Private Advisor Group's 13F filing for Q3 2025, filed 13 Nov 2025.