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USA Financial Formulas’s HealthEquity HQY Stock Holding History

USA Financial Formulas’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
-199
Closed -$17.6K – 297
2025
Q1 		$17.6K Buy
+199
New +$20.4K ﹤0.01% 245
2024
Q2 		– Sell
-303
Closed -$24.7K – 337
2024
Q1 		$24.7K Buy
+303
New +$23.7K ﹤0.01% 263

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

USA Financial Formulas's HQY Position: Q2 2025 in Review

USA Financial Formulas sold out of HealthEquity (HQY) in Q2 2025, closing a stake of 199 shares — an estimated $17.6K sold.

USA Financial Formulas first reported a position in HQY in Q1 2024 and held it in 2 quarters. The position peaked at $24.7K in Q1 2024. 486 funds tracked by Wall St. Rank hold HQY as of Q2 2025.

  • USA Financial Formulas reported no remaining HealthEquity position as of Q2 2025 after selling out during the quarter.
  • USA Financial Formulas sold 199 HealthEquity shares in Q2 2025, an estimated $17.6K.
  • USA Financial Formulas first reported a position in HealthEquity in Q1 2024 and held it in 2 quarters.
  • USA Financial Formulas's HealthEquity position peaked at $24.7K in Q1 2024.
  • 486 funds tracked by Wall St. Rank held HealthEquity as of Q2 2025.

Based on USA Financial Formulas's 13F filing for Q2 2025, filed 18 Jul 2025.