Meeder Asset Management’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 | – | Sell |
-36
| Closed | -$3.3K | – | 955 |
|
|
2025
Q4 | $3.3K | Buy |
36
+2
| +6% | +$191 | ﹤0.01% | 839 |
|
|
2025
Q3 | $3.22K | Buy |
34
+3
| +10% | +$282 | ﹤0.01% | 736 |
|
|
2025
Q2 | $3.25K | Buy |
+31
| New | +$2.94K | ﹤0.01% | 769 |
|
|
2022
Q4 | – | Sell |
-61
| Closed | -$4K | – | 1324 |
|
|
2022
Q3 | $4K | Sell |
61
-6
| -9% | -$380 | ﹤0.01% | 1640 |
|
|
2022
Q2 | $4K | Buy |
67
+30
| +81% | +$1.92K | ﹤0.01% | 1704 |
|
|
2022
Q1 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 2040 |
|
|
2021
Q4 | – | Sell |
-27
| Closed | -$2K | – | 1694 |
|
|
2021
Q3 | $2K | Sell |
27
-2
| -7% | -$139 | ﹤0.01% | 2186 |
|
|
2021
Q2 | $2K | Buy |
29
+1
| +4% | +$76 | ﹤0.01% | 2215 |
|
|
2021
Q1 | $2K | Buy |
28
+2
| +8% | +$157 | ﹤0.01% | 2078 |
|
|
2020
Q4 | $2K | Sell |
26
-52
| -67% | -$3.23K | ﹤0.01% | 1486 |
|
|
2020
Q3 | $4K | Hold |
78
| – | – | ﹤0.01% | 1647 |
|
|
2020
Q2 | $5K | Buy |
+78
| New | +$4.31K | ﹤0.01% | 1521 |
|
|
2019
Q3 | – | Sell |
-382
| Closed | -$25K | – | 2195 |
|
|
2019
Q2 | $25K | Buy |
+382
| New | +$26.6K | ﹤0.01% | 1158 |
|
|
2019
Q1 | – | Sell |
-86
| Closed | -$5K | – | 1763 |
|
|
2018
Q4 | $5K | Sell |
86
-1,735
| -95% | -$140K | ﹤0.01% | 1407 |
|
|
2018
Q3 | $172K | Buy |
+1,821
| New | +$157K | 0.01% | 524 |
|
|
2017
Q3 | – | Sell |
-85
| Closed | -$4K | – | 1684 |
|
|
2017
Q2 | $4K | Buy |
85
+83
| +4,150% | +$3.88K | ﹤0.01% | 1254 |
|
|
2017
Q1 | $0 | Buy |
+2
| New | +$89 | ﹤0.01% | 1688 |
|
|
2016
Q3 | – | Sell |
-3,412
| Closed | -$104K | – | 836 |
|
|
2016
Q2 | $104K | Sell |
3,412
-6,933
| -67% | -$182K | 0.01% | 657 |
|
|
2016
Q1 | $255K | Hold |
10,345
| – | – | 0.02% | 542 |
|
|
2015
Q4 | $259K | Hold |
10,345
| – | – | 0.02% | 481 |
|
|
2015
Q3 | $306K | Buy |
+10,345
| New | +$325K | 0.03% | 462 |
|
Other funds holding HQY
WA
VPM
VCM
