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Tortoise Investment Management’s HealthEquity HQY Stock Holding History

Tortoise Investment 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
Q4 		– Sell
-3
Closed -$284 – 761
2025
Q3 		$284 Buy
3
+2
+200% +$188 ﹤0.01% 1267
2025
Q2 		$105 Buy
+1
New +$95 ﹤0.01% 1259

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tortoise Investment Management's HQY Position: Q4 2025 in Review

Tortoise Investment Management sold out of HealthEquity (HQY) in Q4 2025, closing a stake of 3 shares — an estimated $284 sold.

Tortoise Investment Management first reported a position in HQY in Q2 2025 and held it in 2 quarters. The position peaked at $284 in Q3 2025. 512 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

  • Tortoise Investment Management reported no remaining HealthEquity position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 3 HealthEquity shares in Q4 2025, an estimated $284.
  • Tortoise Investment Management first reported a position in HealthEquity in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's HealthEquity position peaked at $284 in Q3 2025.
  • 512 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.