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Stratos Wealth Partners’s HealthEquity HQY Stock Holding History

Stratos Wealth Partners’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
-2,564
Closed -$246K – 1430
2024
Q4 		$246K Sell
2,564
-8
-0.3% -$745 ﹤0.01% 1251
2024
Q3 		$211K Sell
2,572
-60
-2% -$4.63K ﹤0.01% 1315
2024
Q2 		$227K Buy
2,632
+10
+0.4% +$808 ﹤0.01% 1219
2024
Q1 		$214K Buy
+2,622
New +$205K ﹤0.01% 1262
2023
Q3 		– Sell
-4,215
Closed -$266K – 1306
2023
Q2 		$266K Buy
4,215
+275
+7% +$15.9K 0.01% 1003
2023
Q1 		$231K Sell
3,940
-259
-6% -$15.7K 0.01% 985
2022
Q4 		$259K Buy
4,199
+5
+0.1% +$336 0.01% 950
2022
Q3 		$282K Sell
4,194
-244
-5% -$15.4K 0.01% 889
2022
Q2 		$272K Buy
4,438
+5
+0.1% +$320 0.01% 968
2022
Q1 		$299K Buy
+4,433
New +$239K 0.01% 986
2021
Q4 		– Sell
-4,264
Closed -$276K – 1276
2021
Q3 		$276K Buy
+4,264
New +$296K 0.01% 970
2018
Q4 		– Sell
-660
Closed -$62K – 1560
2018
Q3 		$62K Buy
+660
New +$56.9K ﹤0.01% 1357
2018
Q2 		– Sell
-200
Closed -$12K – 1685
2018
Q1 		$12K Hold
200
– – ﹤0.01% 2224
2017
Q4 		$9K Buy
+200
New +$9.9K ﹤0.01% 2201

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Stratos Wealth Partners's HQY Position: Q1 2025 in Review

Stratos Wealth Partners sold out of HealthEquity (HQY) in Q1 2025, closing a stake of 2,564 shares — an estimated $246K sold.

Stratos Wealth Partners first reported a position in HQY in Q4 2017 and held it in 14 quarters. The position peaked at $299K in Q1 2022. 464 funds tracked by Wall St. Rank hold HQY as of Q1 2025.

  • Stratos Wealth Partners reported no remaining HealthEquity position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 2,564 HealthEquity shares in Q1 2025, an estimated $246K.
  • Stratos Wealth Partners first reported a position in HealthEquity in Q4 2017 and held it in 14 quarters.
  • Stratos Wealth Partners's HealthEquity position peaked at $299K in Q1 2022.
  • 464 funds tracked by Wall St. Rank held HealthEquity as of Q1 2025.

Based on Stratos Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.