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Resona Asset Management’s HealthEquity HQY Stock Holding History

Resona Asset Management’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
Q2 		– Sell
-15,689
Closed -$1.39M – 837
2025
Q1 		$1.39M Hold
15,689
– – 0.01% 613
2024
Q4 		$1.51M Buy
15,689
+207
+1% +$19.3K 0.01% 615
2024
Q3 		$1.27M Hold
15,482
– – 0.01% 637
2024
Q2 		$1.33M Buy
+15,482
New +$1.25M 0.01% 631

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Resona Asset Management's HQY Position: Q2 2025 in Review

Resona Asset Management sold out of HealthEquity (HQY) in Q2 2025, closing a stake of 15,689 shares — an estimated $1.39M sold.

Resona Asset Management first reported a position in HQY in Q2 2024 and held it in 4 quarters. The position peaked at $1.51M in Q4 2024. 486 funds tracked by Wall St. Rank hold HQY as of Q2 2025.

  • Resona Asset Management reported no remaining HealthEquity position as of Q2 2025 after selling out during the quarter.
  • Resona Asset Management sold 15,689 HealthEquity shares in Q2 2025, an estimated $1.39M.
  • Resona Asset Management first reported a position in HealthEquity in Q2 2024 and held it in 4 quarters.
  • Resona Asset Management's HealthEquity position peaked at $1.51M in Q4 2024.
  • 486 funds tracked by Wall St. Rank held HealthEquity as of Q2 2025.

Based on Resona Asset Management's 13F filing for Q2 2025, filed 6 Aug 2025.