Transce3nd’s HealthEquity HQY Stock Holding History

Transce3nd’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	-300	Closed	-$26.5K	–	1242
2025 Q1	$26.5K	Hold	300	–	–	0.01%	386
2024 Q4	$28.8K	Buy	+300	New	+$28K	0.01%	483

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

Transce3nd's HQY Position: Q2 2025 in Review

Transce3nd sold out of HealthEquity (HQY) in Q2 2025, closing a stake of 300 shares — an estimated $26.5K sold.

Transce3nd first reported a position in HQY in Q4 2024 and held it in 2 quarters. The position peaked at $28.8K in Q4 2024. 486 funds tracked by Wall St. Rank hold HQY as of Q2 2025.

Transce3nd reported no remaining HealthEquity position as of Q2 2025 after selling out during the quarter.
Transce3nd sold 300 HealthEquity shares in Q2 2025, an estimated $26.5K.
Transce3nd first reported a position in HealthEquity in Q4 2024 and held it in 2 quarters.
Transce3nd's HealthEquity position peaked at $28.8K in Q4 2024.
486 funds tracked by Wall St. Rank held HealthEquity as of Q2 2025.

Based on Transce3nd's 13F filing for Q2 2025, filed 13 Aug 2025.