Creative Planning’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 | $5.44M | Buy |
65,089
+5,444
| +9% | +$447K | ﹤0.01% | 1134 |
|
|
2025
Q4 | $5.46M | Buy |
59,645
+9,231
| +18% | +$884K | ﹤0.01% | 942 |
|
|
2025
Q3 | $4.78M | Buy |
50,414
+1,350
| +3% | +$127K | ﹤0.01% | 916 |
|
|
2025
Q2 | $5.14M | Buy |
49,064
+14,338
| +41% | +$1.36M | ﹤0.01% | 742 |
|
|
2025
Q1 | $3.07M | Buy |
34,726
+505
| +1% | +$51.8K | ﹤0.01% | 922 |
|
|
2024
Q4 | $3.28M | Buy |
34,221
+10,589
| +45% | +$987K | ﹤0.01% | 853 |
|
|
2024
Q3 | $1.93M | Buy |
23,632
+3,706
| +19% | +$286K | ﹤0.01% | 1075 |
|
|
2024
Q2 | $1.72M | Buy |
19,926
+3,983
| +25% | +$322K | ﹤0.01% | 1068 |
|
|
2024
Q1 | $1.3M | Buy |
15,943
+6,341
| +66% | +$495K | ﹤0.01% | 1171 |
|
|
2023
Q4 | $637K | Buy |
9,602
+2,744
| +40% | +$190K | ﹤0.01% | 1526 |
|
|
2023
Q3 | $501K | Buy |
6,858
+1,583
| +30% | +$107K | ﹤0.01% | 1573 |
|
|
2023
Q2 | $333K | Buy |
+5,275
| New | +$306K | ﹤0.01% | 1828 |
|
|
2021
Q2 | – | Sell |
-3,546
| Closed | -$241K | – | 2296 |
|
|
2021
Q1 | $241K | Buy |
3,546
+21
| +0.6% | +$1.65K | ﹤0.01% | 1950 |
|
|
2020
Q4 | $246K | Buy |
+3,525
| New | +$219K | ﹤0.01% | 1750 |
|
|
2020
Q3 | – | Sell |
-4,109
| Closed | -$241K | – | 2199 |
|
|
2020
Q2 | $241K | Sell |
4,109
-91
| -2% | -$5.03K | ﹤0.01% | 1430 |
|
|
2020
Q1 | $212K | Buy |
4,200
+893
| +27% | +$59.3K | ﹤0.01% | 1364 |
|
|
2019
Q4 | $245K | Buy |
+3,307
| New | +$206K | ﹤0.01% | 1520 |
|
|
2019
Q3 | – | Sell |
-4,408
| Closed | -$288K | – | 2042 |
|
|
2019
Q2 | $288K | Buy |
4,408
+591
| +15% | +$41.1K | ﹤0.01% | 1399 |
|
|
2019
Q1 | $282K | Sell |
3,817
-203
| -5% | -$14.3K | ﹤0.01% | 1361 |
|
|
2018
Q4 | $240K | Buy |
4,020
+852
| +27% | +$68.7K | ﹤0.01% | 1371 |
|
|
2018
Q3 | $299K | Buy |
3,168
+500
| +19% | +$43.1K | ﹤0.01% | 1396 |
|
|
2018
Q2 | $200K | Sell |
2,668
-248
| -9% | -$17.8K | ﹤0.01% | 1639 |
|
|
2018
Q1 | $177K | Buy |
+2,916
| New | +$158K | ﹤0.01% | 1645 |
|
|
2017
Q3 | – | Sell |
-3,274
| Closed | -$163K | – | 2699 |
|
|
2017
Q2 | $163K | Buy |
3,274
+1,590
| +94% | +$74.4K | ﹤0.01% | 1641 |
|
|
2017
Q1 | $71K | Buy |
1,684
+1,160
| +221% | +$51.3K | ﹤0.01% | 2199 |
|
|
2016
Q4 | $21K | Buy |
524
+474
| +948% | +$18.3K | ﹤0.01% | 3048 |
|
|
2016
Q3 | $2K | Buy |
50
+40
| +400% | +$1.27K | ﹤0.01% | 4221 |
|
|
2016
Q2 | $0 | Buy |
+10
| New | +$263 | ﹤0.01% | 4421 |
|
Other funds holding HQY
WA
VPM
VCM
