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Wolff Wiese Magana’s HealthEquity HQY Stock Holding History

Wolff Wiese Magana’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
-10
Closed -$1.05K – 1000
2025
Q2 		$1.05K Hold
10
– – ﹤0.01% 836
2025
Q1 		$884 Hold
10
– – ﹤0.01% 865
2024
Q4 		$960 Hold
10
– – ﹤0.01% 825
2024
Q3 		$819 Buy
+10
New +$772 ﹤0.01% 875

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

Wolff Wiese Magana's HQY Position: Q3 2025 in Review

Wolff Wiese Magana sold out of HealthEquity (HQY) in Q3 2025, closing a stake of 10 shares — an estimated $1.05K sold.

Wolff Wiese Magana first reported a position in HQY in Q3 2024 and held it in 4 quarters. The position peaked at $1.05K in Q2 2025. 493 funds tracked by Wall St. Rank hold HQY as of Q3 2025.

  • Wolff Wiese Magana reported no remaining HealthEquity position as of Q3 2025 after selling out during the quarter.
  • Wolff Wiese Magana sold 10 HealthEquity shares in Q3 2025, an estimated $1.05K.
  • Wolff Wiese Magana first reported a position in HealthEquity in Q3 2024 and held it in 4 quarters.
  • Wolff Wiese Magana's HealthEquity position peaked at $1.05K in Q2 2025.
  • 493 funds tracked by Wall St. Rank held HealthEquity as of Q3 2025.

Based on Wolff Wiese Magana's 13F filing for Q3 2025, filed 28 Oct 2025.