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Summit Trail Advisors’s HealthEquity HQY Stock Holding History

Summit Trail Advisors’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
Q4 		– Sell
-2,170
Closed -$206K – 1335
2025
Q3 		$206K Buy
2,170
+161
+8% +$15.2K ﹤0.01% 1290
2025
Q2 		$210K Sell
2,009
-1,627
-45% -$154K ﹤0.01% 1042
2025
Q1 		$321K Buy
3,636
+508
+16% +$52.1K 0.01% 316
2024
Q4 		$300K Sell
3,128
-876
-22% -$81.6K 0.01% 291
2024
Q3 		$328K Buy
4,004
+11
+0.3% +$849 0.01% 519
2024
Q2 		$344K Buy
3,993
+630
+19% +$50.9K 0.01% 444
2024
Q1 		$275K Hold
3,363
– – 0.01% 487
2023
Q4 		$223K Buy
3,363
+115
+4% +$7.97K 0.01% 472
2023
Q3 		$237K Buy
3,248
+8
+0.2% +$540 0.01% 454
2023
Q2 		$205K Sell
3,240
-187
-5% -$10.8K 0.01% 480
2023
Q1 		$201K Buy
+3,427
New +$208K 0.01% 389
2022
Q3 		– Sell
-3,686
Closed -$226K – 392
2022
Q2 		$226K Buy
+3,686
New +$236K 0.01% 325
2018
Q1 		– Sell
-17
Closed -$1K – 979
2017
Q4 		$1K Buy
+17
New +$842 ﹤0.01% 1809

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Trail Advisors's HQY Position: Q4 2025 in Review

Summit Trail Advisors sold out of HealthEquity (HQY) in Q4 2025, closing a stake of 2,170 shares — an estimated $206K sold.

Summit Trail Advisors first reported a position in HQY in Q4 2017 and held it in 13 quarters. The position peaked at $344K in Q2 2024. 511 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

  • Summit Trail Advisors reported no remaining HealthEquity position as of Q4 2025 after selling out during the quarter.
  • Summit Trail Advisors sold 2,170 HealthEquity shares in Q4 2025, an estimated $206K.
  • Summit Trail Advisors first reported a position in HealthEquity in Q4 2017 and held it in 13 quarters.
  • Summit Trail Advisors's HealthEquity position peaked at $344K in Q2 2024.
  • 511 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on Summit Trail Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.