Stephens Consulting’s HealthEquity HQY Stock Holding History

Stephens Consulting’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 Q2	–	Sell	-25	Closed	-$2.21K	–	1545
2025 Q1	$2.21K	Buy	+25	New	+$2.56K	﹤0.01%	437

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stephens Consulting's HQY Position: Q2 2025 in Review

Stephens Consulting sold out of HealthEquity (HQY) in Q2 2025, closing a stake of 25 shares — an estimated $2.21K sold.

Stephens Consulting first reported a position in HQY in Q1 2025 and held it in 1 quarter. The position peaked at $2.21K in Q1 2025. 486 funds tracked by Wall St. Rank hold HQY as of Q2 2025.

Stephens Consulting reported no remaining HealthEquity position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 25 HealthEquity shares in Q2 2025, an estimated $2.21K.
Stephens Consulting first reported a position in HealthEquity in Q1 2025 and held it in 1 quarter.
Stephens Consulting's HealthEquity position peaked at $2.21K in Q1 2025.
486 funds tracked by Wall St. Rank held HealthEquity as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.