Great Lakes Advisors’s HealthEquity HQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$235K Buy
2024
Q4
Sell
2024
Q3
$4.92M Sell
2024
Q2
$12.6M Sell
2024
Q1
$15.2M Sell
2023
Q4
$12.4M Buy
2023
Q3
$5.4M Buy