ECM
HQY icon

Everence Capital Management’s HealthEquity HQY Stock Holding History

Everence Capital 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
2026
Q1 		$235K Buy
2,811
+381
+16% +$31.3K 0.01% 684
2025
Q4 		$223K Hold
2,430
– – 0.01% 710
2025
Q3 		$230K Hold
2,430
– – 0.01% 715
2025
Q2 		$255K Hold
2,430
– – 0.02% 650
2025
Q1 		$215K Hold
2,430
– – 0.01% 720
2024
Q4 		$233K Buy
+2,430
New +$226K 0.02% 710
2018
Q3 		– Sell
-4,070
Closed -$306K – 445
2018
Q2 		$306K Hold
4,070
– – 0.06% 305
2018
Q1 		$246K Buy
+4,070
New +$220K 0.05% 350
2017
Q4 		– Sell
-4,070
Closed -$206K – 432
2017
Q3 		$206K Hold
4,070
– – 0.05% 361
2017
Q2 		$203K Buy
+4,070
New +$190K 0.05% 350

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