Federated Hermes’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 | $698K | Buy |
8,352
+1,423
| +21% | +$117K | ﹤0.01% | 1214 |
|
|
2025
Q4 | $635K | Sell |
6,929
-796
| -10% | -$76.2K | ﹤0.01% | 1245 |
|
|
2025
Q3 | $732K | Sell |
7,725
-1,658
| -18% | -$156K | ﹤0.01% | 1236 |
|
|
2025
Q2 | $983K | Sell |
9,383
-373
| -4% | -$35.4K | ﹤0.01% | 1149 |
|
|
2025
Q1 | $862K | Buy |
9,756
+1,547
| +19% | +$159K | ﹤0.01% | 1152 |
|
|
2024
Q4 | $788K | Sell |
8,209
-936
| -10% | -$87.2K | ﹤0.01% | 1185 |
|
|
2024
Q3 | $749K | Sell |
9,145
-1,711
| -16% | -$132K | ﹤0.01% | 1223 |
|
|
2024
Q2 | $936K | Sell |
10,856
-381
| -3% | -$30.8K | ﹤0.01% | 1130 |
|
|
2024
Q1 | $917K | Sell |
11,237
-1,098
| -9% | -$85.7K | ﹤0.01% | 1156 |
|
|
2023
Q4 | $818K | Sell |
12,335
-1,130
| -8% | -$78.3K | ﹤0.01% | 1205 |
|
|
2023
Q3 | $984K | Sell |
13,465
-1,079
| -7% | -$72.9K | ﹤0.01% | 1115 |
|
|
2023
Q2 | $918K | Sell |
14,544
-260
| -2% | -$15.1K | ﹤0.01% | 1165 |
|
|
2023
Q1 | $869K | Sell |
14,804
-130
| -0.9% | -$7.89K | ﹤0.01% | 1212 |
|
|
2022
Q4 | $921K | Sell |
14,934
-993
| -6% | -$66.7K | ﹤0.01% | 1157 |
|
|
2022
Q3 | $1.07M | Buy |
15,927
+907
| +6% | +$57.4K | ﹤0.01% | 1104 |
|
|
2022
Q2 | $922K | Sell |
15,020
-396
| -3% | -$25.4K | ﹤0.01% | 1172 |
|
|
2022
Q1 | $1.04M | Sell |
15,416
-511
| -3% | -$27.6K | ﹤0.01% | 1238 |
|
|
2021
Q4 | $705K | Sell |
15,927
-116
| -0.7% | -$6.76K | ﹤0.01% | 1382 |
|
|
2021
Q3 | $1.04M | Buy |
16,043
+87
| +0.5% | +$6.04K | ﹤0.01% | 1268 |
|
|
2021
Q2 | $1.28M | Sell |
15,956
-625
| -4% | -$47.6K | ﹤0.01% | 1233 |
|
|
2021
Q1 | $1.13M | Buy |
16,581
+3,909
| +31% | +$307K | ﹤0.01% | 1321 |
|
|
2020
Q4 | $883K | Sell |
12,672
-4,885
| -28% | -$304K | ﹤0.01% | 1367 |
|
|
2020
Q3 | $902K | Sell |
17,557
-221
| -1% | -$12.1K | ﹤0.01% | 1276 |
|
|
2020
Q2 | $1.04M | Sell |
17,778
-1,158
| -6% | -$64K | ﹤0.01% | 1232 |
|
|
2020
Q1 | $958K | Sell |
18,936
-2,128
| -10% | -$141K | ﹤0.01% | 1158 |
|
|
2019
Q4 | $1.56M | Sell |
21,064
-1,634
| -7% | -$102K | ﹤0.01% | 1112 |
|
|
2019
Q3 | $1.3M | Buy |
22,698
+814
| +4% | +$54K | ﹤0.01% | 1191 |
|
|
2019
Q2 | $1.43M | Sell |
21,884
-36,694
| -63% | -$2.55M | ﹤0.01% | 1173 |
|
|
2019
Q1 | $4.33M | Sell |
58,578
-109,939
| -65% | -$7.73M | 0.01% | 820 |
|
|
2018
Q4 | $10.1M | Sell |
168,517
-75,142
| -31% | -$6.06M | 0.03% | 487 |
|
|
2018
Q3 | $23M | Buy |
243,659
+80,324
| +49% | +$6.92M | 0.05% | 322 |
|
|
2018
Q2 | $12.3M | Buy |
163,335
+18,494
| +13% | +$1.33M | 0.04% | 385 |
|
|
2018
Q1 | $8.77M | Buy |
144,841
+93,167
| +180% | +$5.04M | 0.03% | 467 |
|
|
2017
Q4 | $2.41M | Buy |
51,674
+22,000
| +74% | +$1.09M | 0.01% | 865 |
|
|
2017
Q3 | $1.5M | Buy |
+29,674
| New | +$1.38M | ﹤0.01% | 1048 |
|
|
2016
Q4 | – | Sell |
-13,425
| Closed | -$508K | – | 2136 |
|
|
2016
Q3 | $508K | Sell |
13,425
-895,675
| -99% | -$28.4M | ﹤0.01% | 1273 |
|
|
2016
Q2 | $27.6M | Hold |
909,100
| – | – | 0.08% | 196 |
|
|
2016
Q1 | $22.4M | Hold |
909,100
| – | – | 0.07% | 246 |
|
|
2015
Q4 | $22.8M | Sell |
909,100
-250,407
| -22% | -$7.69M | 0.07% | 254 |
|
|
2015
Q3 | $34.3M | Buy |
1,159,507
+7,007
| +0.6% | +$220K | 0.11% | 190 |
|
|
2015
Q2 | $36.9M | Buy |
1,152,500
+622,600
| +117% | +$16.7M | 0.11% | 205 |
|
|
2015
Q1 | $13.2M | Buy |
529,900
+456,900
| +626% | +$9.91M | 0.04% | 394 |
|
|
2014
Q4 | $1.86M | Sell |
73,000
-2,000
| -3% | -$43.4K | 0.01% | 984 |
|
|
2014
Q3 | $1.37M | Buy |
+75,000
| New | +$1.44M | ﹤0.01% | 1092 |
|
Other funds holding HQY
WA
VPM
VCM
