Severin Investments’s HealthEquity HQY Stock Holding History

Severin Investments’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	-4,397	Closed	-$422K	–	192
2024 Q4	$422K	Buy	+4,397	New	+$410K	0.42%	95

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

Severin Investments's HQY Position: Q1 2025 in Review

Severin Investments sold out of HealthEquity (HQY) in Q1 2025, closing a stake of 4,397 shares — an estimated $422K sold.

Severin Investments first reported a position in HQY in Q4 2024 and held it in 1 quarter. The position peaked at $422K in Q4 2024. 464 funds tracked by Wall St. Rank hold HQY as of Q1 2025.

Severin Investments reported no remaining HealthEquity position as of Q1 2025 after selling out during the quarter.
Severin Investments sold 4,397 HealthEquity shares in Q1 2025, an estimated $422K.
Severin Investments first reported a position in HealthEquity in Q4 2024 and held it in 1 quarter.
Severin Investments's HealthEquity position peaked at $422K in Q4 2024.
464 funds tracked by Wall St. Rank held HealthEquity as of Q1 2025.

Based on Severin Investments's 13F filing for Q1 2025, filed 3 Dec 2025.