Schroder Investment Management Group
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Schroder Investment Management Group’s HealthEquity HQY Stock Holding History

Schroder Investment Management Group’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 		– Sell
-6,915
Closed -$666K – 1230
2024
Q4 		$666K Sell
6,915
-4,926
-42% -$459K ﹤0.01% 1068
2024
Q3 		$969K Buy
11,841
+551
+5% +$42.5K ﹤0.01% 1032
2024
Q2 		$952K Buy
+11,290
New +$912K ﹤0.01% 1035

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

Schroder Investment Management Group's HQY Position: Q1 2025 in Review

Schroder Investment Management Group sold out of HealthEquity (HQY) in Q1 2025, closing a stake of 6,915 shares — an estimated $666K sold.

Schroder Investment Management Group first reported a position in HQY in Q2 2024 and held it in 3 quarters. The position peaked at $969K in Q3 2024. 464 funds tracked by Wall St. Rank hold HQY as of Q1 2025.

  • Schroder Investment Management Group reported no remaining HealthEquity position as of Q1 2025 after selling out during the quarter.
  • Schroder Investment Management Group sold 6,915 HealthEquity shares in Q1 2025, an estimated $666K.
  • Schroder Investment Management Group first reported a position in HealthEquity in Q2 2024 and held it in 3 quarters.
  • Schroder Investment Management Group's HealthEquity position peaked at $969K in Q3 2024.
  • 464 funds tracked by Wall St. Rank held HealthEquity as of Q1 2025.

Based on Schroder Investment Management Group's 13F filing for Q1 2025, filed 13 May 2025.