Brinker Capital Investments’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $241K | Sell |
2,880
-581
| -17% | -$47.7K | ﹤0.01% | 1768 |
|
|
2025
Q4 | $317K | Sell |
3,461
-308
| -8% | -$29.5K | ﹤0.01% | 1781 |
|
|
2025
Q3 | $357K | Sell |
3,769
-1
| -0% | -$94 | ﹤0.01% | 1688 |
|
|
2025
Q2 | $395K | Buy |
3,770
+490
| +15% | +$46.4K | ﹤0.01% | 1589 |
|
|
2025
Q1 | $290K | Buy |
3,280
+885
| +37% | +$90.8K | ﹤0.01% | 1646 |
|
|
2024
Q4 | $230K | Sell |
2,395
-865
| -27% | -$80.6K | ﹤0.01% | 1687 |
|
|
2024
Q3 | $267K | Sell |
3,260
-59
| -2% | -$4.55K | ﹤0.01% | 1574 |
|
|
2024
Q2 | $286K | Buy |
+3,319
| New | +$268K | ﹤0.01% | 1478 |
|
|
2023
Q4 | – | Sell |
-4,590
| Closed | -$335K | – | 1698 |
|
|
2023
Q3 | $335K | Buy |
4,590
+1,284
| +39% | +$86.7K | ﹤0.01% | 1335 |
|
|
2023
Q2 | $209K | Buy |
+3,306
| New | +$192K | ﹤0.01% | 1547 |
|
|
2023
Q1 | – | Sell |
-4,415
| Closed | -$272K | – | 1597 |
|
|
2022
Q4 | $272K | Buy |
4,415
+678
| +18% | +$45.6K | 0.01% | 1185 |
|
|
2022
Q3 | $251K | Buy |
+3,737
| New | +$237K | 0.01% | 1188 |
|
|
2021
Q2 | – | Sell |
-3,936
| Closed | -$268K | – | 1337 |
|
|
2021
Q1 | $268K | Sell |
3,936
-5,745
| -59% | -$451K | ﹤0.01% | 1082 |
|
|
2020
Q4 | $675K | Buy |
9,681
+4,842
| +100% | +$301K | 0.01% | 765 |
|
|
2020
Q3 | $249K | Buy |
+4,839
| New | +$266K | ﹤0.01% | 1056 |
|
|
2020
Q1 | – | Sell |
-71
| Closed | -$5K | – | 496 |
|
|
2019
Q4 | $5K | Buy |
+71
| New | +$4.43K | ﹤0.01% | 650 |
|
|
2019
Q3 | – | Sell |
-246
| Closed | -$16K | – | 843 |
|
|
2019
Q2 | $16K | Buy |
+246
| New | +$17.1K | ﹤0.01% | 728 |
|
Other funds holding HQY
WA
VPM
VCM
