Sierra Ocean’s HealthEquity HQY Stock Holding History

Sierra Ocean’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	–	Sell	-11	Closed	-$1.15K	–	448
2025 Q2	$1.15K	Buy	+11	New	+$1.04K	﹤0.01%	878

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

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

Sierra Ocean's HQY Position: Q3 2025 in Review

Sierra Ocean sold out of HealthEquity (HQY) in Q3 2025, closing a stake of 11 shares — an estimated $1.15K sold.

Sierra Ocean first reported a position in HQY in Q2 2025 and held it in 1 quarter. The position peaked at $1.15K in Q2 2025. 493 funds tracked by Wall St. Rank hold HQY as of Q3 2025.

Sierra Ocean reported no remaining HealthEquity position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 11 HealthEquity shares in Q3 2025, an estimated $1.15K.
Sierra Ocean first reported a position in HealthEquity in Q2 2025 and held it in 1 quarter.
Sierra Ocean's HealthEquity position peaked at $1.15K in Q2 2025.
493 funds tracked by Wall St. Rank held HealthEquity as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.