Fund Insights
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Largest Fund Trades
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High Conviction Trades
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WSR Indexes
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Stock index based on fund manager consensus updated each quarter
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HWAM
Hennion & Walsh Asset Management’s
HealthEquity
HQY
Stock Holding History
Hennion & Walsh Asset Management’s Portfolio
HQY Stock Details
HQY Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$280K
Sell
2025
Q4
$310K
Sell
2025
Q3
$327K
Sell
2025
Q2
$370K
Buy
2025
Q1
$277K
Buy
2024
Q4
$215K
Buy
2021
Q4
–
Sell
2021
Q3
$264K
Sell
2021
Q2
$333K
Sell
2021
Q1
$489K
Buy
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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