Beck Bode LLC’s HealthEquity HQY Stock Holding History

Beck Bode LLC’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
2026 Q1	–	Hold	0	–	–	–	123
2025 Q4	–	Hold	0	–	–	–	106
2025 Q3	–	Sell	-5,771	Closed	-$605K	–	106
2025 Q2	$605K	Buy	5,771 +396	+7%	+$37.5K	0.1%	67
2025 Q1	$475K	Sell	5,375 -3,473	-39%	-$356K	0.09%	79
2024 Q4	$849K	Sell	8,848 -99	-1%	-$9.22K	0.16%	73
2024 Q3	$732K	Sell	8,947 -102	-1%	-$7.87K	0.14%	81
2024 Q2	$780K	Sell	9,049 -25,059	-73%	-$2.02M	0.16%	84
2024 Q1	$2.78M	Sell	34,108 -5,490	-14%	-$429K	0.57%	50
2023 Q4	$2.63M	Sell	39,598 -1,864	-4%	-$129K	0.59%	54
2023 Q3	$3.03M	Sell	41,462 -775	-2%	-$52.4K	0.77%	44
2023 Q2	$2.66M	Sell	42,237 -4,578	-10%	-$265K	0.65%	53
2023 Q1	$2.75M	Buy	46,815 +1,155	+3%	+$70.1K	0.68%	51
2022 Q4	$2.81M	Buy	45,660 +21,735	+91%	+$1.46M	0.63%	55
2022 Q3	$1.61M	Buy	23,925 +11,797	+97%	+$747K	0.35%	73
2022 Q2	$745K	Sell	12,128 -1,133	-9%	-$72.6K	0.16%	106
2022 Q1	$894K	Buy	+13,261	New	+$716K	0.2%	76

Other funds holding HQY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return