EP Wealth Advisors’s HealthEquity HQY Stock Holding History

EP Wealth Advisors’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	$541K	Sell
2025 Q1	$475K	Buy
2024 Q4	$437K	Buy
2024 Q3	$340K	Buy
2021 Q4	–	Sell
2021 Q3	$517K	Buy
2021 Q2	$350K	Buy
2021 Q1	$287K	Buy