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Rise Advisors’s HealthEquity HQY Stock Holding History

Rise Advisors’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
-305
Closed -$28.9K – 692
2025
Q3 		$28.9K Hold
305
– – 0.01% 392
2025
Q2 		$32K Hold
305
– – 0.01% 325
2025
Q1 		$27K Sell
305
-40
-12% -$4.1K 0.01% 360
2024
Q4 		$33.1K Hold
345
– – 0.02% 349
2024
Q3 		$28.2K Hold
345
– – 0.01% 444
2024
Q2 		$29.7K Hold
345
– – 0.02% 380
2024
Q1 		$28.2K Buy
+345
New +$26.9K 0.02% 413

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Rise Advisors's HQY Position: Q4 2025 in Review

Rise Advisors sold out of HealthEquity (HQY) in Q4 2025, closing a stake of 305 shares — an estimated $28.9K sold.

Rise Advisors first reported a position in HQY in Q1 2024 and held it in 7 quarters. The position peaked at $33.1K in Q4 2024. 512 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

  • Rise Advisors reported no remaining HealthEquity position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 305 HealthEquity shares in Q4 2025, an estimated $28.9K.
  • Rise Advisors first reported a position in HealthEquity in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's HealthEquity position peaked at $33.1K in Q4 2024.
  • 512 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

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