Morgan Stanley’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $147M | Sell |
1,404,168
-3,126
| -0.2% | -$327K | 0.01% | 1061 |
|
|
2025
Q1 | $124M | Buy |
1,407,294
+610,647
| +77% | +$54M | 0.01% | 1094 |
|
|
2024
Q4 | $76.4M | Buy |
796,647
+91,392
| +13% | +$8.77M | 0.01% | 1461 |
|
|
2024
Q3 | $57.7M | Buy |
705,255
+66,941
| +10% | +$5.48M | ﹤0.01% | 1693 |
|
|
2024
Q2 | $55M | Sell |
638,314
-2,741
| -0.4% | -$236K | ﹤0.01% | 1675 |
|
|
2024
Q1 | $52.3M | Sell |
641,055
-944,613
| -60% | -$77.1M | ﹤0.01% | 1714 |
|
|
2023
Q4 | $105M | Buy |
1,585,668
+884,652
| +126% | +$58.7M | ﹤0.01% | 1671 |
|
|
2023
Q3 | $51.2M | Buy |
701,016
+55,296
| +9% | +$4.04M | 0.01% | 1559 |
|
|
2023
Q2 | $40.8M | Buy |
645,720
+78,511
| +14% | +$4.96M | ﹤0.01% | 1767 |
|
|
2023
Q1 | $33.3M | Buy |
567,209
+62,374
| +12% | +$3.66M | ﹤0.01% | 1916 |
|
|
2022
Q4 | $31.1M | Sell |
504,835
-53,483
| -10% | -$3.3M | ﹤0.01% | 1926 |
|
|
2022
Q3 | $37.5M | Sell |
558,318
-12,178
| -2% | -$818K | 0.01% | 1550 |
|
|
2022
Q2 | $35M | Buy |
570,496
+426,599
| +296% | +$26.2M | ﹤0.01% | 1690 |
|
|
2022
Q1 | $9.7M | Sell |
143,897
-27,123
| -16% | -$1.83M | ﹤0.01% | 2935 |
|
|
2021
Q4 | $7.57M | Sell |
171,020
-219,946
| -56% | -$9.73M | ﹤0.01% | 3268 |
|
|
2021
Q3 | $25.3M | Sell |
390,966
-285,696
| -42% | -$18.5M | ﹤0.01% | 1841 |
|
|
2021
Q2 | $54.5M | Buy |
676,662
+386,663
| +133% | +$31.1M | 0.01% | 1251 |
|
|
2021
Q1 | $19.7M | Buy |
289,999
+19,625
| +7% | +$1.33M | ﹤0.01% | 1927 |
|
|
2020
Q4 | $18.8M | Buy |
270,374
+36,847
| +16% | +$2.57M | ﹤0.01% | 1859 |
|
|
2020
Q3 | $12M | Sell |
233,527
-59,747
| -20% | -$3.07M | ﹤0.01% | 1882 |
|
|
2020
Q2 | $17.2M | Buy |
293,274
+118,303
| +68% | +$6.94M | ﹤0.01% | 1525 |
|
|
2020
Q1 | $8.85M | Sell |
174,971
-971,281
| -85% | -$49.1M | ﹤0.01% | 1897 |
|
|
2019
Q4 | $84.9M | Buy |
1,146,252
+68,857
| +6% | +$5.1M | 0.02% | 674 |
|
|
2019
Q3 | $61.6M | Sell |
1,077,395
-311,952
| -22% | -$17.8M | 0.02% | 750 |
|
|
2019
Q2 | $90.9M | Sell |
1,389,347
-5,126,923
| -79% | -$335M | 0.02% | 586 |
|
|
2019
Q1 | $482M | Buy |
6,516,270
+89,576
| +1% | +$6.63M | 0.14% | 160 |
|
|
2018
Q4 | $383M | Buy |
6,426,694
+2,425,269
| +61% | +$145M | 0.11% | 186 |
|
|
2018
Q3 | $378M | Buy |
4,001,425
+536,366
| +15% | +$50.6M | 0.09% | 221 |
|
|
2018
Q2 | $260M | Sell |
3,465,059
-41,757
| -1% | -$3.14M | 0.07% | 278 |
|
|
2018
Q1 | $212M | Buy |
3,506,816
+2,188,901
| +166% | +$133M | 0.06% | 322 |
|
|
2017
Q4 | $61.5M | Buy |
1,317,915
+121,853
| +10% | +$5.69M | 0.02% | 808 |
|
|
2017
Q3 | $60.5M | Buy |
1,196,062
+284,875
| +31% | +$14.4M | 0.02% | 798 |
|
|
2017
Q2 | $45.4M | Sell |
911,187
-7,821
| -0.9% | -$390K | 0.01% | 963 |
|
|
2017
Q1 | $39M | Sell |
919,008
-400,592
| -30% | -$17M | 0.01% | 1066 |
|
|
2016
Q4 | $53.5M | Buy |
1,319,600
+455,873
| +53% | +$18.5M | 0.02% | 832 |
|
|
2016
Q3 | $32.7M | Sell |
863,727
-16,563
| -2% | -$627K | 0.01% | 1100 |
|
|
2016
Q2 | $26.7M | Sell |
880,290
-173,940
| -16% | -$5.29M | 0.01% | 1197 |
|
|
2016
Q1 | $26M | Sell |
1,054,230
-675,890
| -39% | -$16.7M | 0.01% | 1154 |
|
|
2015
Q4 | $43.4M | Sell |
1,730,120
-887,432
| -34% | -$22.2M | 0.02% | 868 |
|
|
2015
Q3 | $77.3M | Buy |
2,617,552
+1,492,086
| +133% | +$44.1M | 0.03% | 581 |
|
|
2015
Q2 | $36.1M | Sell |
1,125,466
-48,753
| -4% | -$1.56M | 0.01% | 1057 |
|
|
2015
Q1 | $29.3M | Sell |
1,174,219
-162,860
| -12% | -$4.07M | 0.01% | 1167 |
|
|
2014
Q4 | $34M | Sell |
1,337,079
-128,033
| -9% | -$3.26M | 0.01% | 1083 |
|
|
2014
Q3 | $26.8M | Buy |
+1,465,112
| New | +$26.8M | 0.01% | 1209 |
|