Northwestern Mutual Investment Management Company’s HealthEquity HQY Stock Holding History

Northwestern Mutual Investment Management Company’s Portfolio HQY Stock Details HQY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.6M	Sell	19,140 -137	-0.7%	-$11.2K	0.02%	394
2025 Q4	$1.77M	Buy	19,277 +2	+0%	+$191	0.02%	346
2025 Q3	$1.83M	Sell	19,275 -67	-0.3%	-$6.3K	0.03%	328
2025 Q2	$2.03M	Buy	19,342 +74	+0.4%	+$7.01K	0.03%	265
2025 Q1	$1.7M	Sell	19,268 -139	-0.7%	-$14.3K	0.03%	311
2024 Q4	$1.86M	Buy	19,407 +103	+0.5%	+$9.6K	0.04%	284
2024 Q3	$1.58M	Sell	19,304 -115	-0.6%	-$8.87K	0.04%	355
2024 Q2	$1.67M	Buy	19,419 +281	+1%	+$22.7K	0.04%	294
2024 Q1	$1.56M	Buy	19,138 +88	+0.5%	+$6.87K	0.04%	333
2023 Q4	$1.26M	Buy	19,050 +94	+0.5%	+$6.52K	0.03%	398
2023 Q3	$1.38M	Sell	18,956 -39	-0.2%	-$2.63K	0.04%	311
2023 Q2	$1.2M	Buy	18,995 +217	+1%	+$12.6K	0.03%	394
2023 Q1	$1.1M	Buy	18,778 +10,955	+140%	+$665K	0.03%	408
2022 Q4	$482K	Sell	7,823 -4,362	-36%	-$293K	0.01%	534
2022 Q3	$818K	Sell	12,185 -1,936	-14%	-$123K	0.02%	383
2022 Q2	$867K	Buy	14,121 +235	+2%	+$15.1K	0.02%	439
2022 Q1	$936K	Buy	13,886 +43	+0.3%	+$2.32K	0.02%	482
2021 Q4	$612K	Buy	13,843 +68	+0.5%	+$3.96K	0.01%	744
2021 Q3	$892K	Sell	13,775 -111	-0.8%	-$7.71K	0.02%	541
2021 Q2	$1.12M	Buy	13,886 +55	+0.4%	+$4.19K	0.02%	428
2021 Q1	$941K	Sell	13,831 -12,597	-48%	-$990K	0.02%	486
2020 Q4	$1.84M	Buy	26,428 +1,584	+6%	+$98.5K	0.02%	353
2020 Q3	$1.46M	Hold	24,844	–	–	0.02%	369
2020 Q2	$1.46M	Buy	24,844 +211	+0.9%	+$11.7K	0.02%	368
2020 Q1	$1.25M	Buy	24,633 +4,389	+22%	+$291K	0.02%	348
2019 Q4	$1.5M	Buy	20,244 +108	+0.5%	+$6.74K	0.03%	324
2019 Q3	$1.15M	Buy	20,136 +4,572	+29%	+$303K	0.03%	422
2019 Q2	$1.02M	Buy	15,564 +5,907	+61%	+$411K	0.02%	462
2019 Q1	$714K	Sell	9,657 -603	-6%	-$42.4K	0.01%	688
2018 Q4	$612K	Buy	10,260 +50	+0.5%	+$4.03K	0.01%	722
2018 Q3	$964K	Buy	+10,210	New	+$880K	0.01%	639