Janus Henderson Group’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $89.3M | Buy |
852,595
+7,556
| +0.9% | +$792K | 0.04% | 284 |
|
2025
Q1 | $73.5M | Buy |
845,039
+11,123
| +1% | +$967K | 0.04% | 304 |
|
2024
Q4 | $80M | Sell |
833,916
-65,324
| -7% | -$6.27M | 0.04% | 300 |
|
2024
Q3 | $73.6M | Sell |
899,240
-202,233
| -18% | -$16.6M | 0.04% | 316 |
|
2024
Q2 | $94.9M | Buy |
1,101,473
+758
| +0.1% | +$65.3K | 0.05% | 271 |
|
2024
Q1 | $89.9M | Buy |
1,100,715
+12,448
| +1% | +$1.02M | 0.05% | 280 |
|
2023
Q4 | $72.2M | Buy |
1,088,267
+899
| +0.1% | +$59.6K | 0.04% | 303 |
|
2023
Q3 | $79.4M | Sell |
1,087,368
-117,761
| -10% | -$8.6M | 0.05% | 271 |
|
2023
Q2 | $76.1M | Buy |
1,205,129
+59,449
| +5% | +$3.75M | 0.05% | 302 |
|
2023
Q1 | $67.3M | Buy |
1,145,680
+55,922
| +5% | +$3.28M | 0.04% | 318 |
|
2022
Q4 | $67.2M | Sell |
1,089,758
-1,518,670
| -58% | -$93.6M | 0.05% | 316 |
|
2022
Q3 | $175M | Buy |
2,608,428
+1,300,387
| +99% | +$87.3M | 0.07% | 254 |
|
2022
Q2 | $80.3M | Sell |
1,308,041
-62,742
| -5% | -$3.85M | 0.06% | 293 |
|
2022
Q1 | $92.4M | Sell |
1,370,783
-186,265
| -12% | -$12.6M | 0.04% | 339 |
|
2021
Q4 | $68.9M | Buy |
1,557,048
+8,292
| +0.5% | +$367K | 0.03% | 449 |
|
2021
Q3 | $100M | Buy |
1,548,756
+5,128
| +0.3% | +$332K | 0.04% | 363 |
|
2021
Q2 | $124M | Sell |
1,543,628
-61,435
| -4% | -$4.94M | 0.05% | 329 |
|
2021
Q1 | $109M | Buy |
1,605,063
+184,335
| +13% | +$12.5M | 0.05% | 349 |
|
2020
Q4 | $99M | Sell |
1,420,728
-18,125
| -1% | -$1.26M | 0.05% | 368 |
|
2020
Q3 | $73.9M | Sell |
1,438,853
-3,461
| -0.2% | -$178K | 0.04% | 399 |
|
2020
Q2 | $84.6M | Sell |
1,442,314
-84,343
| -6% | -$4.95M | 0.05% | 354 |
|
2020
Q1 | $77.2M | Sell |
1,526,657
-858,863
| -36% | -$43.5M | 0.05% | 340 |
|
2019
Q4 | $177M | Buy |
2,385,520
+246,804
| +12% | +$18.3M | 0.09% | 241 |
|
2019
Q3 | $122M | Buy |
2,138,716
+80,885
| +4% | +$4.62M | 0.07% | 309 |
|
2019
Q2 | $135M | Buy |
2,057,831
+250,692
| +14% | +$16.4M | 0.07% | 303 |
|
2019
Q1 | $134M | Sell |
1,807,139
-645,184
| -26% | -$47.7M | 0.07% | 306 |
|
2018
Q4 | $146M | Sell |
2,452,323
-109,825
| -4% | -$6.55M | 0.09% | 266 |
|
2018
Q3 | $242M | Sell |
2,562,148
-65,326
| -2% | -$6.17M | 0.13% | 200 |
|
2018
Q2 | $197M | Sell |
2,627,474
-168,194
| -6% | -$12.6M | 0.11% | 226 |
|
2018
Q1 | $169M | Buy |
2,795,668
+729,391
| +35% | +$44.2M | 0.1% | 245 |
|
2017
Q4 | $96.4M | Buy |
2,066,277
+45,986
| +2% | +$2.15M | 0.06% | 381 |
|
2017
Q3 | $102M | Sell |
2,020,291
-92,739
| -4% | -$4.69M | 0.07% | 356 |
|
2017
Q2 | $105M | Buy |
2,113,030
+1,822,732
| +628% | +$90.8M | 0.07% | 337 |
|
2017
Q1 | $12.3M | Buy |
+290,298
| New | +$12.3M | 0.09% | 254 |
|