Brown Advisory’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 | $118M | Sell |
1,412,784
-102,475
| -7% | -$8.41M | 0.19% | 96 |
|
|
2025
Q4 | $139M | Sell |
1,515,259
-90,014
| -6% | -$8.62M | 0.19% | 89 |
|
|
2025
Q3 | $152M | Sell |
1,605,273
-21,751
| -1% | -$2.05M | 0.2% | 93 |
|
|
2025
Q2 | $170M | Sell |
1,627,024
-305,906
| -16% | -$29M | 0.22% | 79 |
|
|
2025
Q1 | $171M | Sell |
1,932,930
-153,096
| -7% | -$15.7M | 0.24% | 76 |
|
|
2024
Q4 | $200M | Buy |
2,086,026
+224,016
| +12% | +$20.9M | 0.25% | 75 |
|
|
2024
Q3 | $152M | Buy |
1,862,010
+129,815
| +7% | +$10M | 0.19% | 88 |
|
|
2024
Q2 | $149M | Sell |
1,732,195
-134,294
| -7% | -$10.9M | 0.2% | 87 |
|
|
2024
Q1 | $152M | Buy |
1,866,489
+52,086
| +3% | +$4.07M | 0.2% | 92 |
|
|
2023
Q4 | $120M | Sell |
1,814,403
-255,598
| -12% | -$17.7M | 0.17% | 102 |
|
|
2023
Q3 | $151M | Sell |
2,070,001
-37,494
| -2% | -$2.53M | 0.25% | 85 |
|
|
2023
Q2 | $133M | Sell |
2,107,495
-13,380
| -0.6% | -$776K | 0.21% | 99 |
|
|
2023
Q1 | $125M | Buy |
2,120,875
+135,106
| +7% | +$8.2M | 0.21% | 103 |
|
|
2022
Q4 | $122M | Sell |
1,985,769
-73,627
| -4% | -$4.95M | 0.23% | 100 |
|
|
2022
Q3 | $138M | Buy |
2,059,396
+232,691
| +13% | +$14.7M | 0.27% | 84 |
|
|
2022
Q2 | $112M | Buy |
1,826,705
+3,691
| +0.2% | +$236K | 0.21% | 102 |
|
|
2022
Q1 | $123M | Buy |
1,823,014
+114,384
| +7% | +$6.18M | 0.18% | 107 |
|
|
2021
Q4 | $75.6M | Buy |
1,708,630
+114,437
| +7% | +$6.66M | 0.09% | 153 |
|
|
2021
Q3 | $103M | Buy |
1,594,193
+60,692
| +4% | +$4.21M | 0.15% | 118 |
|
|
2021
Q2 | $123M | Buy |
1,533,501
+82,253
| +6% | +$6.27M | 0.19% | 104 |
|
|
2021
Q1 | $98.7M | Buy |
1,451,248
+84,781
| +6% | +$6.66M | 0.17% | 109 |
|
|
2020
Q4 | $95.3M | Buy |
1,366,467
+213,960
| +19% | +$13.3M | 0.17% | 108 |
|
|
2020
Q3 | $59.2M | Buy |
1,152,507
+248,160
| +27% | +$13.6M | 0.12% | 126 |
|
|
2020
Q2 | $53.1M | Buy |
904,347
+77,449
| +9% | +$4.28M | 0.12% | 130 |
|
|
2020
Q1 | $41.8M | Buy |
826,898
+190,865
| +30% | +$12.7M | 0.13% | 127 |
|
|
2019
Q4 | $47.1M | Buy |
636,033
+331,724
| +109% | +$20.7M | 0.12% | 146 |
|
|
2019
Q3 | $17.4M | Buy |
304,309
+14,954
| +5% | +$992K | 0.05% | 254 |
|
|
2019
Q2 | $18.9M | Buy |
289,355
+4,003
| +1% | +$279K | 0.05% | 247 |
|
|
2019
Q1 | $21.1M | Buy |
285,352
+63,377
| +29% | +$4.46M | 0.06% | 240 |
|
|
2018
Q4 | $13.2M | Sell |
221,975
-206,640
| -48% | -$16.7M | 0.04% | 285 |
|
|
2018
Q3 | $40.5M | Buy |
428,615
+1,987
| +0.5% | +$171K | 0.12% | 164 |
|
|
2018
Q2 | $32M | Sell |
426,628
-61,533
| -13% | -$4.42M | 0.1% | 187 |
|
|
2018
Q1 | $29.6M | Buy |
+488,161
| New | +$26.4M | 0.1% | 188 |
|
Other funds holding HQY
WA
VPM
VCM
