Artisan Partners’s HealthEquity HQY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.1M | Buy |
621,647
+192,252
| +45% | +$20.1M | 0.1% | 177 |
|
|
2025
Q1 | $37.9M | Buy |
429,395
+173,344
| +68% | +$15.3M | 0.06% | 240 |
|
|
2024
Q4 | $24.6M | Buy |
+256,051
| New | +$24.6M | 0.04% | 277 |
|
|
2020
Q3 | – | Sell |
-746,250
| Closed | -$43.8M | – | 317 |
|
|
2020
Q2 | $43.8M | Buy |
746,250
+85,360
| +13% | +$5.01M | 0.07% | 209 |
|
|
2020
Q1 | $33.4M | Sell |
660,890
-1,526
| -0.2% | -$77.2K | 0.07% | 204 |
|
|
2019
Q4 | $49.1M | Buy |
662,416
+36,373
| +6% | +$2.69M | 0.09% | 186 |
|
|
2019
Q3 | $35.8M | Buy |
626,043
+227,170
| +57% | +$13M | 0.07% | 199 |
|
|
2019
Q2 | $26.1M | Sell |
398,873
-235,695
| -37% | -$15.4M | 0.05% | 219 |
|
|
2019
Q1 | $46.9M | Buy |
634,568
+24,056
| +4% | +$1.78M | 0.09% | 176 |
|
|
2018
Q4 | $36.4M | Buy |
610,512
+26,505
| +5% | +$1.58M | 0.08% | 186 |
|
|
2018
Q3 | $55.1M | Buy |
584,007
+42,122
| +8% | +$3.98M | 0.1% | 172 |
|
|
2018
Q2 | $40.7M | Buy |
541,885
+3,571
| +0.7% | +$268K | 0.08% | 184 |
|
|
2018
Q1 | $32.6M | Buy |
538,314
+25,218
| +5% | +$1.53M | 0.07% | 201 |
|
|
2017
Q4 | $23.9M | Buy |
513,096
+48,336
| +10% | +$2.26M | 0.05% | 211 |
|
|
2017
Q3 | $23.5M | Buy |
464,760
+93,435
| +25% | +$4.73M | 0.04% | 206 |
|
|
2017
Q2 | $18.5M | Sell |
371,325
-13,399
| -3% | -$668K | 0.03% | 212 |
|
|
2017
Q1 | $16.3M | Sell |
384,724
-21,397
| -5% | -$908K | 0.03% | 222 |
|
|
2016
Q4 | $16.5M | Buy |
406,121
+62,650
| +18% | +$2.54M | 0.03% | 224 |
|
|
2016
Q3 | $13M | Buy |
+343,471
| New | +$13M | 0.03% | 236 |
|