Securian 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 | $524K | Hold |
6,266
| – | – | 0.02% | 587 |
|
|
2025
Q4 | $574K | Sell |
6,266
-210
| -3% | -$20.1K | 0.02% | 547 |
|
|
2025
Q3 | $614K | Sell |
6,476
-125
| -2% | -$11.8K | 0.02% | 610 |
|
|
2025
Q2 | $692K | Hold |
6,601
| – | – | 0.02% | 552 |
|
|
2025
Q1 | $583K | Hold |
6,601
| – | – | 0.02% | 606 |
|
|
2024
Q4 | $633K | Sell |
6,601
-165
| -2% | -$15.4K | 0.02% | 592 |
|
|
2024
Q3 | $554K | Sell |
6,766
-173
| -2% | -$13.3K | 0.02% | 654 |
|
|
2024
Q2 | $598K | Sell |
6,939
-100
| -1% | -$8.08K | 0.02% | 605 |
|
|
2024
Q1 | $575K | Sell |
7,039
-100
| -1% | -$7.81K | 0.02% | 653 |
|
|
2023
Q4 | $473K | Sell |
7,139
-100
| -1% | -$6.93K | 0.01% | 717 |
|
|
2023
Q3 | $529K | Sell |
7,239
-352
| -5% | -$23.8K | 0.02% | 653 |
|
|
2023
Q2 | $479K | Sell |
7,591
-100
| -1% | -$5.8K | 0.01% | 714 |
|
|
2023
Q1 | $452K | Hold |
7,691
| – | – | 0.01% | 718 |
|
|
2022
Q4 | $474K | Hold |
7,691
| – | – | 0.01% | 698 |
|
|
2022
Q3 | $517K | Hold |
7,691
| – | – | 0.02% | 622 |
|
|
2022
Q2 | $472K | Buy |
7,691
+213
| +3% | +$13.6K | 0.01% | 725 |
|
|
2022
Q1 | $504K | Hold |
7,478
| – | – | 0.01% | 754 |
|
|
2021
Q4 | $331K | Hold |
7,478
| – | – | 0.01% | 886 |
|
|
2021
Q3 | $484K | Sell |
7,478
-184
| -2% | -$12.8K | 0.01% | 772 |
|
|
2021
Q2 | $617K | Sell |
7,662
-162
| -2% | -$12.3K | 0.01% | 708 |
|
|
2021
Q1 | $532K | Buy |
7,824
+538
| +7% | +$42.3K | 0.01% | 748 |
|
|
2020
Q4 | $508K | Sell |
7,286
-161
| -2% | -$10K | 0.01% | 710 |
|
|
2020
Q3 | $383K | Buy |
7,447
+221
| +3% | +$12.1K | 0.01% | 764 |
|
|
2020
Q2 | $424K | Hold |
7,226
| – | – | 0.01% | 729 |
|
|
2020
Q1 | $366K | Hold |
7,226
| – | – | 0.01% | 723 |
|
|
2019
Q4 | $535K | Sell |
7,226
-700
| -9% | -$43.7K | 0.01% | 734 |
|
|
2019
Q3 | $453K | Buy |
7,926
+1,372
| +21% | +$91.1K | 0.01% | 801 |
|
|
2019
Q2 | $429K | Sell |
6,554
-79
| -1% | -$5.5K | 0.01% | 835 |
|
|
2019
Q1 | $491K | Hold |
6,633
| – | – | 0.01% | 790 |
|
|
2018
Q4 | $396K | Hold |
6,633
| – | – | 0.01% | 819 |
|
|
2018
Q3 | $626K | Buy |
+6,633
| New | +$571K | 0.01% | 721 |
|
Other funds holding HQY
WA
VPM
VCM
