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Sandy Spring Bank’s HealthEquity HQY Stock Holding History

Sandy Spring Bank’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
Q1 		$177 Hold
2
– – ﹤0.01% 1171
2024
Q4 		$192 Hold
2
– – ﹤0.01% 1170
2024
Q3 		$164 Hold
2
– – ﹤0.01% 1162
2024
Q2 		$173 Hold
2
– – ﹤0.01% 1228
2024
Q1 		$164 Hold
2
– – ﹤0.01% 1198
2023
Q4 		$133 Hold
2
– – ﹤0.01% 1150
2023
Q3 		$147 Hold
2
– – ﹤0.01% 1157
2023
Q2 		$127 Hold
2
– – ﹤0.01% 1202
2023
Q1 		$118 Hold
2
– – ﹤0.01% 1141
2022
Q4 		$123 Buy
+2
New +$134 ﹤0.01% 1122

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Sandy Spring Bank's HQY Position: Q1 2025 in Review

Sandy Spring Bank held its HealthEquity (HQY) position steady in Q1 2025 at 2 shares worth $177. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Sandy Spring Bank first reported a position in HQY in Q4 2022 and has held it in 10 quarters since. The position peaked at $192 in Q4 2024. 464 funds tracked by Wall St. Rank hold HQY as of Q1 2025.

  • Sandy Spring Bank held 2 shares of HealthEquity worth $177 as of Q1 2025.
  • Sandy Spring Bank left its HealthEquity share count unchanged in Q1 2025.
  • HealthEquity made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1171 holding.
  • Sandy Spring Bank first reported a position in HealthEquity in Q4 2022 and has held it in 10 quarters since.
  • Sandy Spring Bank's HealthEquity position peaked at $192 in Q4 2024.
  • 464 funds tracked by Wall St. Rank held HealthEquity as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.