Cresset Asset Management’s HealthEquity HQY Stock Holding History

Cresset Asset Management’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
2025 Q2	$289K	Sell
2025 Q1	$473K	Buy
2024 Q4	$387K	Sell
2024 Q3	$353K	Buy
2024 Q2	$310K	Buy
2024 Q1	$204K	Buy
2023 Q1	–	Sell
2022 Q4	$206K	Buy