TD Asset Management
HQY icon

TD Asset Management’s HealthEquity HQY Stock Holding History

TD 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 		– Sell
-19,642
Closed -$2.06M – 1260
2025
Q2 		$2.06M Sell
19,642
-3,664
-16% -$347K ﹤0.01% 929
2025
Q1 		$2.06M Sell
23,306
-3,038
-12% -$312K ﹤0.01% 950
2024
Q4 		$2.53M Buy
+26,344
New +$2.45M ﹤0.01% 944

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

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

TD Asset Management sold out of HealthEquity (HQY) in Q3 2025, closing a stake of 19,642 shares — an estimated $2.06M sold.

TD Asset Management first reported a position in HQY in Q4 2024 and held it in 3 quarters. The position peaked at $2.53M in Q4 2024. 493 funds tracked by Wall St. Rank hold HQY as of Q3 2025.

  • TD Asset Management reported no remaining HealthEquity position as of Q3 2025 after selling out during the quarter.
  • TD Asset Management sold 19,642 HealthEquity shares in Q3 2025, an estimated $2.06M.
  • TD Asset Management first reported a position in HealthEquity in Q4 2024 and held it in 3 quarters.
  • TD Asset Management's HealthEquity position peaked at $2.53M in Q4 2024.
  • 493 funds tracked by Wall St. Rank held HealthEquity as of Q3 2025.

Based on TD Asset Management's 13F filing for Q3 2025, filed 10 Nov 2025.