United Services Automobile Association’s HealthEquity HQY Stock Holding History

United Services Automobile Association’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	-5,637	Closed	-$490K	–	478
2025 Q1	$490K	Buy	+5,637	New	+$578K	0.02%	554
2019 Q3	–	Sell	-83,492	Closed	-$5.46M	–	1013
2019 Q2	$5.46M	Buy	83,492 +25,807	+45%	+$1.8M	0.01%	756
2019 Q1	$4.27M	Buy	57,685 +47,190	+450%	+$3.32M	0.01%	838
2018 Q4	$626K	Buy	10,495 +1,329	+14%	+$107K	﹤0.01%	1452
2018 Q3	$865K	Buy	9,166 +868	+10%	+$74.8K	﹤0.01%	1421
2018 Q2	$623K	Buy	8,298 +548	+7%	+$39.4K	﹤0.01%	1584
2018 Q1	$469K	Buy	+7,750	New	+$420K	﹤0.01%	1712

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

United Services Automobile Association's HQY Position: Q2 2025 in Review

United Services Automobile Association sold out of HealthEquity (HQY) in Q2 2025, closing a stake of 5,637 shares — an estimated $490K sold.

United Services Automobile Association first reported a position in HQY in Q1 2018 and held it in 7 quarters. The position peaked at $5.46M in Q2 2019. 486 funds tracked by Wall St. Rank hold HQY as of Q2 2025.

United Services Automobile Association reported no remaining HealthEquity position as of Q2 2025 after selling out during the quarter.
United Services Automobile Association sold 5,637 HealthEquity shares in Q2 2025, an estimated $490K.
United Services Automobile Association first reported a position in HealthEquity in Q1 2018 and held it in 7 quarters.
United Services Automobile Association's HealthEquity position peaked at $5.46M in Q2 2019.
486 funds tracked by Wall St. Rank held HealthEquity as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.