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Prudential plc’s HealthEquity HQY Stock Holding History

Prudential plc’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
-11,085
Closed -$1.05M – 717
2025
Q3 		$1.05M Hold
11,085
– – 0.01% 469
2025
Q2 		$1.16M Sell
11,085
-420
-4% -$39.8K 0.01% 482
2025
Q1 		$1.02M Sell
11,505
-2,440
-17% -$250K 0.01% 493
2024
Q4 		$1.34M Sell
13,945
-29,024
-68% -$2.7M 0.01% 458
2024
Q3 		$3.52M Buy
42,969
+14,789
+52% +$1.14M 0.02% 310
2024
Q2 		$2.43M Buy
+28,180
New +$2.28M 0.02% 366

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

Prudential plc's HQY Position: Q4 2025 in Review

Prudential plc sold out of HealthEquity (HQY) in Q4 2025, closing a stake of 11,085 shares — an estimated $1.05M sold.

Prudential plc first reported a position in HQY in Q2 2024 and held it in 6 quarters. The position peaked at $3.52M in Q3 2024. 511 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

  • Prudential plc reported no remaining HealthEquity position as of Q4 2025 after selling out during the quarter.
  • Prudential plc sold 11,085 HealthEquity shares in Q4 2025, an estimated $1.05M.
  • Prudential plc first reported a position in HealthEquity in Q2 2024 and held it in 6 quarters.
  • Prudential plc's HealthEquity position peaked at $3.52M in Q3 2024.
  • 511 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on Prudential plc's 13F filing for Q4 2025, filed 11 Feb 2026.