Oberweis 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 | $13.9M | Buy |
166,641
+25,061
| +18% | +$2.06M | 0.41% | 97 |
|
|
2025
Q4 | $13M | Buy |
141,580
+1,500
| +1% | +$144K | 0.47% | 83 |
|
|
2025
Q3 | $13.3M | Buy |
140,080
+26,260
| +23% | +$2.47M | 0.51% | 73 |
|
|
2025
Q2 | $11.9M | Buy |
113,820
+7,920
| +7% | +$751K | 0.52% | 76 |
|
|
2025
Q1 | $9.36M | Buy |
105,900
+14,400
| +16% | +$1.48M | 0.47% | 76 |
|
|
2024
Q4 | $8.78M | Buy |
91,500
+7,100
| +8% | +$662K | 0.41% | 93 |
|
|
2024
Q3 | $6.91M | Buy |
84,400
+19,800
| +31% | +$1.53M | 0.35% | 106 |
|
|
2024
Q2 | $5.57M | Buy |
64,600
+13,300
| +26% | +$1.07M | 0.34% | 113 |
|
|
2024
Q1 | $4.19M | Buy |
51,300
+12,600
| +33% | +$984K | 0.3% | 130 |
|
|
2023
Q4 | $2.57M | Buy |
+38,700
| New | +$2.68M | 0.24% | 151 |
|
|
2017
Q4 | – | Sell |
-69,440
| Closed | -$3.51M | – | 238 |
|
|
2017
Q3 | $3.51M | Sell |
69,440
-200
| -0.3% | -$9.31K | 0.98% | 35 |
|
|
2017
Q2 | $3.47M | Sell |
69,640
-630
| -0.9% | -$29.5K | 0.95% | 35 |
|
|
2017
Q1 | $2.98M | Sell |
70,270
-7,708
| -10% | -$341K | 0.88% | 40 |
|
|
2016
Q4 | $3.16M | Sell |
77,978
-80,697
| -51% | -$3.12M | 0.94% | 35 |
|
|
2016
Q3 | $6.01M | Sell |
158,675
-16,700
| -10% | -$529K | 1.73% | 17 |
|
|
2016
Q2 | $5.33M | Buy |
175,375
+17,300
| +11% | +$454K | 1.58% | 20 |
|
|
2016
Q1 | $3.9M | Sell |
158,075
-1,150
| -0.7% | -$24.7K | 1.13% | 32 |
|
|
2015
Q4 | $3.99M | Sell |
159,225
-4,240
| -3% | -$130K | 1.12% | 30 |
|
|
2015
Q3 | $4.83M | Sell |
163,465
-81,240
| -33% | -$2.55M | 1.41% | 29 |
|
|
2015
Q2 | $7.84M | Sell |
244,705
-6,860
| -3% | -$184K | 2.08% | 16 |
|
|
2015
Q1 | $6.29M | Sell |
251,565
-3,000
| -1% | -$65.1K | 1.77% | 19 |
|
|
2014
Q4 | $6.48M | Sell |
254,565
-5,840
| -2% | -$127K | 1.93% | 24 |
|
|
2014
Q3 | $4.77M | Buy |
+260,405
| New | +$5M | 1.31% | 34 |
|
Other funds holding HQY
WA
VPM
VCM
