Fidelity Investments’s HealthEquity HQY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528M | Buy |
5,040,016
+54,803
| +1% | +$5.74M | 0.03% | 466 |
|
|
2025
Q1 | $441M | Sell |
4,985,213
-430,587
| -8% | -$38.1M | 0.03% | 504 |
|
|
2024
Q4 | $520M | Buy |
5,415,800
+125,684
| +2% | +$12.1M | 0.03% | 456 |
|
|
2024
Q3 | $433M | Sell |
5,290,116
-39,723
| -0.7% | -$3.25M | 0.03% | 528 |
|
|
2024
Q2 | $459M | Buy |
5,329,839
+368,652
| +7% | +$31.8M | 0.03% | 476 |
|
|
2024
Q1 | $405M | Sell |
4,961,187
-251,828
| -5% | -$20.6M | 0.03% | 522 |
|
|
2023
Q4 | $346M | Sell |
5,213,015
-435,977
| -8% | -$28.9M | 0.03% | 544 |
|
|
2023
Q3 | $413M | Buy |
5,648,992
+907,743
| +19% | +$66.3M | 0.04% | 451 |
|
|
2023
Q2 | $299M | Buy |
4,741,249
+212,847
| +5% | +$13.4M | 0.03% | 571 |
|
|
2023
Q1 | $266M | Buy |
4,528,402
+204,378
| +5% | +$12M | 0.02% | 599 |
|
|
2022
Q4 | $267M | Buy |
4,324,024
+340,188
| +9% | +$21M | 0.03% | 586 |
|
|
2022
Q3 | $268M | Buy |
3,983,836
+394,036
| +11% | +$26.5M | 0.03% | 567 |
|
|
2022
Q2 | $220M | Buy |
3,589,800
+373,264
| +12% | +$22.9M | 0.02% | 653 |
|
|
2022
Q1 | $217M | Buy |
3,216,536
+302,650
| +10% | +$20.4M | 0.02% | 731 |
|
|
2021
Q4 | $129M | Buy |
2,913,886
+1,744,870
| +149% | +$77.2M | 0.01% | 994 |
|
|
2021
Q3 | $75.7M | Sell |
1,169,016
-13,835
| -1% | -$896K | 0.01% | 1230 |
|
|
2021
Q2 | $95.2M | Sell |
1,182,851
-27,017
| -2% | -$2.17M | 0.01% | 1138 |
|
|
2021
Q1 | $82.3M | Sell |
1,209,868
-80,162
| -6% | -$5.45M | 0.01% | 1155 |
|
|
2020
Q4 | $89.9M | Buy |
1,290,030
+917,751
| +247% | +$64M | 0.01% | 1079 |
|
|
2020
Q3 | $19.1M | Sell |
372,279
-217,722
| -37% | -$11.2M | ﹤0.01% | 1585 |
|
|
2020
Q2 | $34.6M | Sell |
590,001
-809,706
| -58% | -$47.5M | ﹤0.01% | 1311 |
|
|
2020
Q1 | $70.8M | Sell |
1,399,707
-2,536,603
| -64% | -$128M | 0.01% | 896 |
|
|
2019
Q4 | $292M | Buy |
3,936,310
+505,907
| +15% | +$37.5M | 0.03% | 505 |
|
|
2019
Q3 | $196M | Buy |
3,430,403
+2,931,321
| +587% | +$168M | 0.02% | 627 |
|
|
2019
Q2 | $32.6M | Sell |
499,082
-2,372,462
| -83% | -$155M | ﹤0.01% | 1414 |
|
|
2019
Q1 | $212M | Sell |
2,871,544
-448,324
| -14% | -$33.2M | 0.03% | 618 |
|
|
2018
Q4 | $198M | Sell |
3,319,868
-168,239
| -5% | -$10M | 0.03% | 595 |
|
|
2018
Q3 | $329M | Buy |
3,488,107
+77,565
| +2% | +$7.32M | 0.04% | 468 |
|
|
2018
Q2 | $256M | Buy |
3,410,542
+715,441
| +27% | +$53.7M | 0.03% | 574 |
|
|
2018
Q1 | $163M | Buy |
2,695,101
+440,824
| +20% | +$26.7M | 0.02% | 764 |
|
|
2017
Q4 | $105M | Buy |
2,254,277
+242,332
| +12% | +$11.3M | 0.01% | 972 |
|
|
2017
Q3 | $102M | Sell |
2,011,945
-223,205
| -10% | -$11.3M | 0.01% | 967 |
|
|
2017
Q2 | $111M | Buy |
2,235,150
+699,728
| +46% | +$34.9M | 0.01% | 932 |
|
|
2017
Q1 | $65.2M | Buy |
1,535,422
+286,981
| +23% | +$12.2M | 0.01% | 1177 |
|
|
2016
Q4 | $50.6M | Buy |
1,248,441
+680,671
| +120% | +$27.6M | 0.01% | 1286 |
|
|
2016
Q3 | $21.5M | Buy |
567,770
+413,223
| +267% | +$15.6M | ﹤0.01% | 1644 |
|
|
2016
Q2 | $4.7M | Sell |
154,547
-28,143
| -15% | -$855K | ﹤0.01% | 2196 |
|
|
2016
Q1 | $4.51M | Sell |
182,690
-383,216
| -68% | -$9.45M | ﹤0.01% | 2188 |
|
|
2015
Q4 | $14.2M | Buy |
565,906
+215,506
| +62% | +$5.4M | ﹤0.01% | 1838 |
|
|
2015
Q3 | $10.4M | Buy |
350,400
+200,400
| +134% | +$5.92M | ﹤0.01% | 1940 |
|
|
2015
Q2 | $4.81M | Buy |
+150,000
| New | +$4.81M | ﹤0.01% | 2250 |
|
|
2014
Q4 | – | Sell |
-86,000
| Closed | -$1.58M | – | 2804 |
|
|
2014
Q3 | $1.58M | Buy |
+86,000
| New | +$1.58M | ﹤0.01% | 2468 |
|