Mutual of America Capital 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 | $7.92M | Sell |
94,770
-3,309
| -3% | -$271K | 0.09% | 243 |
|
|
2025
Q4 | $8.99M | Buy |
98,079
+3,775
| +4% | +$361K | 0.09% | 216 |
|
|
2025
Q3 | $8.94M | Sell |
94,304
-2,514
| -3% | -$237K | 0.09% | 226 |
|
|
2025
Q2 | $10.1M | Buy |
96,818
+2,513
| +3% | +$238K | 0.11% | 179 |
|
|
2025
Q1 | $8.33M | Sell |
94,305
-1,854
| -2% | -$190K | 0.1% | 207 |
|
|
2024
Q4 | $9.23M | Sell |
96,159
-1,559
| -2% | -$145K | 0.1% | 196 |
|
|
2024
Q3 | $8M | Buy |
97,718
+648
| +0.7% | +$50K | 0.08% | 258 |
|
|
2024
Q2 | $8.37M | Buy |
97,070
+355
| +0.4% | +$28.7K | 0.09% | 211 |
|
|
2024
Q1 | $7.89M | Sell |
96,715
-5,485
| -5% | -$428K | 0.08% | 252 |
|
|
2023
Q4 | $6.78M | Buy |
102,200
+3,905
| +4% | +$271K | 0.08% | 278 |
|
|
2023
Q3 | $7.18M | Sell |
98,295
-9,062
| -8% | -$612K | 0.09% | 230 |
|
|
2023
Q2 | $6.78M | Sell |
107,357
-9,473
| -8% | -$549K | 0.08% | 284 |
|
|
2023
Q1 | $6.86M | Buy |
116,830
+47,399
| +68% | +$2.88M | 0.08% | 295 |
|
|
2022
Q4 | $4.28M | Buy |
69,431
+1,653
| +2% | +$111K | 0.05% | 535 |
|
|
2022
Q3 | $4.55M | Sell |
67,778
-2,763
| -4% | -$175K | 0.06% | 447 |
|
|
2022
Q2 | $4.33M | Sell |
70,541
-5,694
| -7% | -$365K | 0.06% | 504 |
|
|
2022
Q1 | $5.14M | Buy |
76,235
+1,549
| +2% | +$83.6K | 0.05% | 521 |
|
|
2021
Q4 | $3.3M | Buy |
74,686
+1,170
| +2% | +$68.1K | 0.03% | 775 |
|
|
2021
Q3 | $4.76M | Buy |
73,516
+809
| +1% | +$56.2K | 0.05% | 552 |
|
|
2021
Q2 | $5.85M | Sell |
72,707
-63,902
| -47% | -$4.87M | 0.06% | 438 |
|
|
2021
Q1 | $9.29M | Sell |
136,609
-14,110
| -9% | -$1.11M | 0.1% | 226 |
|
|
2020
Q4 | $10.5M | Sell |
150,719
-1,375
| -0.9% | -$85.5K | 0.12% | 160 |
|
|
2020
Q3 | $7.81M | Sell |
152,094
-7,870
| -5% | -$432K | 0.1% | 195 |
|
|
2020
Q2 | $9.38M | Sell |
159,964
-8,947
| -5% | -$495K | 0.13% | 133 |
|
|
2020
Q1 | $8.54M | Sell |
168,911
-3,617
| -2% | -$240K | 0.14% | 120 |
|
|
2019
Q4 | $12.8M | Buy |
172,528
+17,253
| +11% | +$1.08M | 0.16% | 99 |
|
|
2019
Q3 | $8.87M | Buy |
155,275
+36,620
| +31% | +$2.43M | 0.12% | 171 |
|
|
2019
Q2 | $7.76M | Buy |
118,655
+25,238
| +27% | +$1.76M | 0.11% | 202 |
|
|
2019
Q1 | $6.91M | Buy |
93,417
+44,566
| +91% | +$3.13M | 0.1% | 235 |
|
|
2018
Q4 | $2.91M | Buy |
48,851
+2,951
| +6% | +$238K | 0.05% | 611 |
|
|
2018
Q3 | $4.33M | Buy |
45,900
+45,707
| +23,682% | +$3.94M | 0.06% | 489 |
|
|
2018
Q2 | $14K | Buy |
+193
| New | +$13.9K | ﹤0.01% | 1218 |
|
Other funds holding HQY
WA
VPM
VCM
