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HQY icon

Sachetta’s HealthEquity HQY Stock Holding History

Sachetta’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
Q2 		$4.7K Buy
52
+1
+2% +$85 ﹤0.01% 672
2026
Q1 		$4.26K Buy
51
+39
+325% +$3.2K ﹤0.01% 712
2025
Q4 		$1.1K Hold
12
– – ﹤0.01% 892
2025
Q3 		$1.14K Sell
12
-19
-61% -$1.79K ﹤0.01% 945
2025
Q2 		$3.25K Buy
31
+19
+158% +$1.8K ﹤0.01% 690
2025
Q1 		$1.06K Hold
12
– – ﹤0.01% 925
2024
Q4 		$1.15K Hold
12
– – ﹤0.01% 965
2024
Q3 		$983 Sell
12
-25
-68% -$1.93K ﹤0.01% 1034
2024
Q2 		$2.9K Buy
37
+25
+208% +$2.02K ﹤0.01% 732
2024
Q1 		$796 Hold
12
– – ﹤0.01% 971
2023
Q4 		$796 Buy
+12
New +$832 ﹤0.01% 971

Other funds holding HQY

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return