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 		$877K Buy
+9,200
New +$866K ﹤0.01% 3032
2025
Q2 		– Sell
-6,300
Closed -$548K – 5096
2025
Q1 		$548K Sell
6,300
-1,100
-15% -$113K ﹤0.01% 2879
2024
Q4 		$717K Buy
7,400
+2,800
+61% +$261K ﹤0.01% 3005
2024
Q3 		$368K Buy
+4,600
New +$355K ﹤0.01% 3383
2023
Q2 		– Sell
-5,200
Closed -$301K – 4542
2023
Q1 		$301K Buy
+5,200
New +$316K ﹤0.01% 3013
2022
Q3 		– Sell
-7,500
Closed -$476K – 4894
2022
Q2 		$476K Buy
7,500
+2,400
+47% +$154K ﹤0.01% 2591
2022
Q1 		$343K Sell
5,100
-5,200
-50% -$281K ﹤0.01% 3725
2021
Q4 		$452K Buy
+10,300
New +$600K ﹤0.01% 3597
2021
Q1 		– Sell
-4,400
Closed -$306K – 6090
2020
Q4 		$306K Sell
4,400
-1,600
-27% -$99.5K ﹤0.01% 3726
2020
Q3 		$297K Sell
6,000
-20,300
-77% -$1.12M ﹤0.01% 3411
2020
Q2 		$1.53M Sell
26,300
-6,600
-20% -$365K ﹤0.01% 1612
2020
Q1 		$1.74M Buy
32,900
+19,500
+146% +$1.29M 0.01% 1459
2019
Q4 		$985K Sell
13,400
-12,400
-48% -$774K ﹤0.01% 2432
2019
Q3 		$1.43M Sell
25,800
-9,200
-26% -$611K ﹤0.01% 1685
2019
Q2 		$2.29M Buy
+35,000
New +$2.44M 0.01% 1396
2018
Q4 		– Sell
-19,000
Closed -$1.79M – 4804
2018
Q3 		$1.79M Buy
19,000
+5,900
+45% +$508K ﹤0.01% 1776
2018
Q2 		$793K Hold
13,100
– – ﹤0.01% 2509
2018
Q1 		$793K Sell
13,100
-6,100
-32% -$330K ﹤0.01% 2509
2017
Q4 		$896K Buy
+19,200
New +$951K ﹤0.01% 2343
2017
Q1 		– Sell
-11,200
Closed -$454K – 4577
2016
Q4 		$454K Buy
11,200
+1,900
+20% +$73.4K ﹤0.01% 2745
2016
Q3 		$347K Sell
9,300
-5,500
-37% -$174K ﹤0.01% 3031
2016
Q2 		$444K Buy
+14,800
New +$389K ﹤0.01% 2338

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.