Karen Firestone, CEO, Aureus Asset ManagementHealthEquityHQYPARTIAL SELLFeb 12, 2025

Has owned it for years and has done exactly what she wanted it to. They're in the health savings business and benefits from a full employment and higher interest rates. Was a big position, so she took some shares off the table.

Karen Firestone, CEO, Aureus Asset Management

Owned

Unlock Rating

$114.17

Stock price when the opinion was issued

$89.79

As of Oct 14, 2026. Market Open.

Healthcare

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She remains bullish. They do health savings accounts, and employment remains high. Interest rates fuel their strong cash flow.

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It's the largest health savings plan company. High employment and higher interest rates are good for their business. Stock is now breaking out.

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