Profund Advisors’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 | $304K | Buy |
3,642
+62
| +2% | +$5.09K | 0.01% | 741 |
|
|
2025
Q4 | $328K | Sell |
3,580
-16
| -0.4% | -$1.53K | 0.01% | 806 |
|
|
2025
Q3 | $341K | Buy |
3,596
+74
| +2% | +$6.96K | 0.01% | 675 |
|
|
2025
Q2 | $369K | Sell |
3,522
-188
| -5% | -$17.8K | 0.01% | 582 |
|
|
2025
Q1 | $328K | Sell |
3,710
-386
| -9% | -$39.6K | 0.01% | 629 |
|
|
2024
Q4 | $393K | Sell |
4,096
-34
| -0.8% | -$3.17K | 0.01% | 634 |
|
|
2024
Q3 | $338K | Buy |
4,130
+51
| +1% | +$3.94K | 0.01% | 728 |
|
|
2024
Q2 | $352K | Sell |
4,079
-733
| -15% | -$59.2K | 0.01% | 629 |
|
|
2024
Q1 | $393K | Buy |
4,812
+188
| +4% | +$14.7K | 0.02% | 698 |
|
|
2023
Q4 | $307K | Buy |
4,624
+546
| +13% | +$37.9K | 0.01% | 767 |
|
|
2023
Q3 | $298K | Sell |
4,078
-279
| -6% | -$18.8K | 0.02% | 670 |
|
|
2023
Q2 | $275K | Sell |
4,357
-161
| -4% | -$9.34K | 0.01% | 778 |
|
|
2023
Q1 | $265K | Sell |
4,518
-1,094
| -19% | -$66.4K | 0.02% | 801 |
|
|
2022
Q4 | $346K | Sell |
5,612
-62
| -1% | -$4.17K | 0.02% | 571 |
|
|
2022
Q3 | $381K | Sell |
5,674
-61
| -1% | -$3.86K | 0.03% | 476 |
|
|
2022
Q2 | $352K | Sell |
5,735
-1,447
| -20% | -$92.7K | 0.02% | 547 |
|
|
2022
Q1 | $484K | Sell |
7,182
-410
| -5% | -$22.1K | 0.02% | 594 |
|
|
2021
Q4 | $336K | Buy |
7,592
+94
| +1% | +$5.47K | 0.01% | 903 |
|
|
2021
Q3 | $486K | Sell |
7,498
-376
| -5% | -$26.1K | 0.02% | 641 |
|
|
2021
Q2 | $633K | Sell |
7,874
-121
| -2% | -$9.22K | 0.02% | 536 |
|
|
2021
Q1 | $544K | Sell |
7,995
-461
| -5% | -$36.2K | 0.02% | 549 |
|
|
2020
Q4 | $589K | Buy |
8,456
+468
| +6% | +$29.1K | 0.03% | 472 |
|
|
2020
Q3 | $410K | Buy |
7,988
+2,521
| +46% | +$138K | 0.02% | 518 |
|
|
2020
Q2 | $321K | Buy |
5,467
+1,095
| +25% | +$60.6K | 0.02% | 563 |
|
|
2020
Q1 | $221K | Sell |
4,372
-3,462
| -44% | -$230K | 0.02% | 600 |
|
|
2019
Q4 | $580K | Buy |
7,834
+563
| +8% | +$35.1K | 0.03% | 550 |
|
|
2019
Q3 | $416K | Buy |
7,271
+131
| +2% | +$8.69K | 0.02% | 692 |
|
|
2019
Q2 | $467K | Sell |
7,140
-222
| -3% | -$15.5K | 0.02% | 664 |
|
|
2019
Q1 | $545K | Buy |
7,362
+1,684
| +30% | +$118K | 0.03% | 592 |
|
|
2018
Q4 | $339K | Sell |
5,678
-3,268
| -37% | -$263K | 0.02% | 679 |
|
|
2018
Q3 | $845K | Sell |
8,946
-2,364
| -21% | -$204K | 0.03% | 470 |
|
|
2018
Q2 | $849K | Buy |
11,310
+1,162
| +11% | +$83.5K | 0.03% | 449 |
|
|
2018
Q1 | $614K | Buy |
10,148
+2,719
| +37% | +$147K | 0.02% | 674 |
|
|
2017
Q4 | $347K | Sell |
7,429
-179
| -2% | -$8.86K | 0.01% | 1042 |
|
|
2017
Q3 | $385K | Sell |
7,608
-321
| -4% | -$14.9K | 0.02% | 930 |
|
|
2017
Q2 | $395K | Sell |
7,929
-840
| -10% | -$39.3K | 0.02% | 904 |
|
|
2017
Q1 | $372K | Sell |
8,769
-1,671
| -16% | -$73.9K | 0.02% | 1030 |
|
|
2016
Q4 | $423K | Buy |
10,440
+2,476
| +31% | +$95.7K | 0.02% | 1017 |
|
|
2016
Q3 | $301K | Buy |
7,964
+473
| +6% | +$15K | 0.01% | 1090 |
|
|
2016
Q2 | $228K | Buy |
+7,491
| New | +$197K | 0.01% | 1284 |
|
|
2015
Q3 | – | Sell |
-7,251
| Closed | -$232K | – | 1282 |
|
|
2015
Q2 | $232K | Buy |
+7,251
| New | +$195K | 0.01% | 1284 |
|
Other funds holding HQY
WA
VPM
VCM
