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 		$429K Buy
+4,500
New +$423K ﹤0.01% 3885
2025
Q2 		– Sell
-4,900
Closed -$426K – 5097
2025
Q1 		$426K Buy
+4,900
New +$503K ﹤0.01% 3155
2022
Q3 		– Sell
-3,600
Closed -$229K – 4896
2022
Q2 		$229K Sell
3,600
-400
-10% -$25.6K ﹤0.01% 3389
2022
Q1 		$269K Buy
+4,000
New +$216K ﹤0.01% 4043
2021
Q2 		– Sell
-15,800
Closed -$1.06M – 6296
2021
Q1 		$1.06M Buy
15,800
+3,200
+25% +$251K ﹤0.01% 2679
2020
Q4 		$875K Sell
12,600
-22,000
-64% -$1.37M ﹤0.01% 2536
2020
Q3 		$1.71M Sell
34,600
-12,100
-26% -$665K ﹤0.01% 1594
2020
Q2 		$2.71M Sell
46,700
-7,900
-14% -$437K 0.01% 1186
2020
Q1 		$2.88M Buy
54,600
+27,600
+102% +$1.83M 0.01% 1072
2019
Q4 		$1.99M Sell
27,000
-19,400
-42% -$1.21M ﹤0.01% 1838
2019
Q3 		$2.57M Sell
46,400
-33,400
-42% -$2.22M 0.01% 1261
2019
Q2 		$5.22M Buy
+79,800
New +$5.55M 0.01% 859
2018
Q4 		– Sell
-28,200
Closed -$2.66M – 4806
2018
Q3 		$2.66M Buy
28,200
+9,000
+47% +$775K 0.01% 1423
2018
Q2 		$1.16M Hold
19,200
– – ﹤0.01% 2098
2018
Q1 		$1.16M Buy
19,200
+3,200
+20% +$173K ﹤0.01% 2098
2017
Q4 		$747K Buy
+16,000
New +$792K ﹤0.01% 2540
2017
Q2 		– Sell
-20,100
Closed -$821K – 4564
2017
Q1 		$821K Sell
20,100
-3,900
-16% -$173K ﹤0.01% 1892
2016
Q4 		$972K Buy
+24,000
New +$928K ﹤0.01% 1939

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.