Wolverine Trading
HQY icon

Wolverine Trading’s HealthEquity HQY Stock Holding History

Wolverine Trading’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 		$1.01M Buy
+10,636
New +$1M ﹤0.01% 2886
2025
Q1 		– Sell
-4,499
Closed -$461K – 5198
2024
Q4 		$436K Buy
4,499
+1,114
+33% +$104K ﹤0.01% 3549
2024
Q3 		$271K Buy
+3,385
New +$261K ﹤0.01% 3737
2022
Q3 		– Sell
-3,936
Closed -$250K – 4895
2022
Q2 		$250K Sell
3,936
-6,707
-63% -$430K ﹤0.01% 3286
2022
Q1 		$716K Buy
+10,643
New +$575K ﹤0.01% 2815
2021
Q2 		– Sell
-4,002
Closed -$268K – 6295
2021
Q1 		$268K Buy
4,002
+491
+14% +$38.6K ﹤0.01% 4613
2020
Q4 		$244K Sell
3,511
-15,619
-82% -$971K ﹤0.01% 3992
2020
Q3 		$946K Buy
19,130
+5,530
+41% +$304K ﹤0.01% 2141
2020
Q2 		$790K Sell
13,600
-15,635
-53% -$865K ﹤0.01% 2248
2020
Q1 		$1.54M Buy
29,235
+16,098
+123% +$1.07M ﹤0.01% 1555
2019
Q4 		$966K Buy
+13,137
New +$820K ﹤0.01% 2448
2018
Q4 		– Sell
-22,252
Closed -$2.1M – 4805
2018
Q3 		$2.1M Buy
22,252
+14,063
+172% +$1.21M ﹤0.01% 1627
2018
Q2 		$496K Hold
8,189
– – ﹤0.01% 3119
2018
Q1 		$496K Buy
+8,189
New +$443K ﹤0.01% 3119
2017
Q2 		– Sell
-11,732
Closed -$479K – 4563
2017
Q1 		$479K Sell
11,732
-5,905
-33% -$261K ﹤0.01% 2437
2016
Q4 		$715K Buy
+17,637
New +$682K ﹤0.01% 2230

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

Wolverine Trading's HQY Position: Q3 2025 in Review

Wolverine Trading opened a new position in HealthEquity (HQY) in Q3 2025: 10,636 shares worth $1.01M. The stake represents ﹤0.01% of the portfolio and ranks #2886 among its holdings. This is a return to the name: Wolverine Trading previously reported a position in HQY as recently as Q4 2024.

Wolverine Trading first reported a position in HQY in Q4 2016 and has held it in 16 quarters since. The position peaked at $2.1M in Q3 2018. 493 funds tracked by Wall St. Rank hold HQY as of Q3 2025.

  • Wolverine Trading held 10,636 shares of HealthEquity worth $1.01M as of Q3 2025.
  • HealthEquity was a new Wolverine Trading position in Q3 2025.
  • HealthEquity made up ﹤0.01% of Wolverine Trading's portfolio in Q3 2025, its #2886 holding.
  • Wolverine Trading first reported a position in HealthEquity in Q4 2016 and has held it in 16 quarters since.
  • Wolverine Trading's HealthEquity position peaked at $2.1M in Q3 2018.
  • 493 funds tracked by Wall St. Rank held HealthEquity as of Q3 2025.

Based on Wolverine Trading's 13F filing for Q3 2025, filed 14 Nov 2025.