Radnor 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 | $698K | Sell |
8,866
-5,500
| -38% | -$451K | 0.1% | 196 |
|
|
2025
Q4 | $1.27M | Buy |
14,366
+8,126
| +130% | +$778K | 0.19% | 123 |
|
|
2025
Q3 | $542K | Sell |
6,240
-325
| -5% | -$30.6K | 0.08% | 223 |
|
|
2025
Q2 | $688K | Buy |
6,565
+525
| +9% | +$49.8K | 0.11% | 196 |
|
|
2025
Q1 | $534K | Buy |
6,040
+350
| +6% | +$35.9K | 0.09% | 215 |
|
|
2024
Q4 | $546K | Buy |
5,690
+436
| +8% | +$40.6K | 0.09% | 213 |
|
|
2024
Q3 | $430K | Sell |
5,254
-35
| -0.7% | -$2.7K | 0.06% | 252 |
|
|
2024
Q2 | $456K | Buy |
5,289
+444
| +9% | +$35.9K | 0.14% | 116 |
|
|
2024
Q1 | $395K | Hold |
4,845
| – | – | 0.07% | 250 |
|
|
2023
Q4 | $321K | Buy |
4,845
+40
| +0.8% | +$2.77K | 0.06% | 263 |
|
|
2023
Q3 | $351K | Buy |
4,805
+100
| +2% | +$6.76K | 0.07% | 243 |
|
|
2023
Q2 | $297K | Buy |
4,705
+110
| +2% | +$6.38K | 0.13% | 106 |
|
|
2023
Q1 | $270K | Hold |
4,595
| – | – | 0.07% | 179 |
|
|
2022
Q4 | $278K | Hold |
4,595
| – | – | 0.07% | 211 |
|
|
2022
Q3 | $309K | Hold |
4,595
| – | – | 0.09% | 185 |
|
|
2022
Q2 | $282K | Buy |
+4,595
| New | +$294K | 0.08% | 196 |
|
|
2021
Q4 | – | Sell |
-5,330
| Closed | -$345K | – | 248 |
|
|
2021
Q3 | $345K | Buy |
5,330
+75
| +1% | +$5.21K | 0.2% | 71 |
|
|
2021
Q2 | $423K | Sell |
5,255
-1,765
| -25% | -$134K | 0.14% | 130 |
|
|
2021
Q1 | $477K | Sell |
7,020
-120
| -2% | -$9.43K | 0.15% | 140 |
|
|
2020
Q4 | $498K | Sell |
7,140
-400
| -5% | -$24.9K | 0.14% | 129 |
|
|
2020
Q3 | $387K | Sell |
7,540
-1,300
| -15% | -$71.4K | 0.13% | 132 |
|
|
2020
Q2 | $525K | Hold |
8,840
| – | – | 0.19% | 109 |
|
|
2020
Q1 | $447K | Hold |
8,840
| – | – | 0.18% | 106 |
|
|
2019
Q4 | $655K | Buy |
8,840
+140
| +2% | +$8.73K | 0.2% | 98 |
|
|
2019
Q3 | $497K | Buy |
+8,700
| New | +$577K | 0.16% | 114 |
|
Other funds holding HQY
WA
VPM
VCM
