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Shell Asset Management’s HealthEquity HQY Stock Holding History

Shell Asset 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
Q3 		$75K Sell
792
-1,206
-60% -$113K 0.01% 737
2025
Q2 		$209K Sell
1,998
-437
-18% -$41.4K 0.01% 757
2025
Q1 		$215K Sell
2,435
-105
-4% -$10.8K 0.01% 769
2024
Q4 		$244K Hold
2,540
– – 0.01% 760
2024
Q3 		$208K Buy
+2,540
New +$196K 0.01% 815
2024
Q1 		$232K Buy
+2,686
New +$210K 0.01% 759

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Shell Asset Management's HQY Position: Q3 2025 in Review

Shell Asset Management reduced its HealthEquity (HQY) stake by 60% in Q3 2025, selling an estimated $113K and leaving 792 shares worth $75K. The position accounts for 0.01% of the portfolio, ranked #737.

Shell Asset Management first reported a position in HQY in Q1 2024 and has held it in 6 quarters since. The position peaked at $244K in Q4 2024. 493 funds tracked by Wall St. Rank hold HQY as of Q3 2025.

  • Shell Asset Management held 792 shares of HealthEquity worth $75K as of Q3 2025.
  • Shell Asset Management sold 1,206 HealthEquity shares in Q3 2025, an estimated $113K.
  • HealthEquity made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #737 holding.
  • Shell Asset Management first reported a position in HealthEquity in Q1 2024 and has held it in 6 quarters since.
  • Shell Asset Management's HealthEquity position peaked at $244K in Q4 2024.
  • 493 funds tracked by Wall St. Rank held HealthEquity as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.