Sendero Wealth Management’s HealthEquity HQY Stock Holding History

Sendero Wealth 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 Q1	–	Sell	-7,600	Closed	-$729K	–	189
2024 Q4	$729K	Hold	7,600	–	–	0.11%	106
2024 Q3	$622K	Hold	7,600	–	–	0.1%	111
2024 Q2	$655K	Hold	7,600	–	–	0.11%	105
2024 Q1	$620K	Hold	7,600	–	–	0.11%	110
2023 Q4	$504K	Hold	7,600	–	–	0.1%	115
2023 Q3	$555K	Hold	7,600	–	–	0.12%	105
2023 Q2	$480K	Buy	+7,600	New	+$441K	0.1%	112

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Sendero Wealth Management's HQY Position: Q1 2025 in Review

Sendero Wealth Management sold out of HealthEquity (HQY) in Q1 2025, closing a stake of 7,600 shares — an estimated $729K sold.

Sendero Wealth Management first reported a position in HQY in Q2 2023 and held it in 7 quarters. The position peaked at $729K in Q4 2024. 464 funds tracked by Wall St. Rank hold HQY as of Q1 2025.

Sendero Wealth Management reported no remaining HealthEquity position as of Q1 2025 after selling out during the quarter.
Sendero Wealth Management sold 7,600 HealthEquity shares in Q1 2025, an estimated $729K.
Sendero Wealth Management first reported a position in HealthEquity in Q2 2023 and held it in 7 quarters.
Sendero Wealth Management's HealthEquity position peaked at $729K in Q4 2024.
464 funds tracked by Wall St. Rank held HealthEquity as of Q1 2025.

Based on Sendero Wealth Management's 13F filing for Q1 2025, filed 10 Apr 2025.