Proffitt & Goodson’s HealthEquity HQY Stock Holding History

Proffitt & Goodson’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	-14	Closed	-$1.33K	–	369
2025 Q3	$1.33K	Buy	+14	New	+$1.32K	﹤0.01%	375

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Proffitt & Goodson's HQY Position: Q4 2025 in Review

Proffitt & Goodson sold out of HealthEquity (HQY) in Q4 2025, closing a stake of 14 shares — an estimated $1.33K sold.

Proffitt & Goodson first reported a position in HQY in Q3 2025 and held it in 1 quarter. The position peaked at $1.33K in Q3 2025. 513 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

Proffitt & Goodson reported no remaining HealthEquity position as of Q4 2025 after selling out during the quarter.
Proffitt & Goodson sold 14 HealthEquity shares in Q4 2025, an estimated $1.33K.
Proffitt & Goodson first reported a position in HealthEquity in Q3 2025 and held it in 1 quarter.
Proffitt & Goodson's HealthEquity position peaked at $1.33K in Q3 2025.
513 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on Proffitt & Goodson's 13F filing for Q4 2025, filed 27 Jan 2026.