Shelton 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 | $241K | Hold |
2,885
| – | – | 0.01% | 596 |
|
|
2025
Q4 | $264K | Sell |
2,885
-219
| -7% | -$21K | 0.01% | 542 |
|
|
2025
Q3 | $294K | Hold |
3,104
| – | – | 0.01% | 518 |
|
|
2025
Q2 | $325K | Sell |
3,104
-73
| -2% | -$6.92K | 0.01% | 458 |
|
|
2025
Q1 | $281K | Sell |
3,177
-101
| -3% | -$10.4K | 0.01% | 499 |
|
|
2024
Q4 | $315K | Sell |
3,278
-162
| -5% | -$15.1K | 0.01% | 480 |
|
|
2024
Q3 | $282K | Sell |
3,440
-142
| -4% | -$11K | 0.01% | 533 |
|
|
2024
Q2 | $309K | Sell |
3,582
-160
| -4% | -$12.9K | 0.01% | 477 |
|
|
2024
Q1 | $305K | Hold |
3,742
| – | – | 0.01% | 521 |
|
|
2023
Q4 | $248K | Sell |
3,742
-430
| -10% | -$29.8K | 0.01% | 581 |
|
|
2023
Q3 | $305K | Hold |
4,172
| – | – | 0.01% | 466 |
|
|
2023
Q2 | $263K | Sell |
4,172
-191
| -4% | -$11.1K | 0.01% | 567 |
|
|
2023
Q1 | $256K | Hold |
4,363
| – | – | 0.01% | 555 |
|
|
2022
Q4 | $269K | Hold |
4,363
| – | – | 0.03% | 492 |
|
|
2022
Q3 | $293K | Hold |
4,363
| – | – | 0.01% | 456 |
|
|
2022
Q2 | $268K | Hold |
4,363
| – | – | 0.01% | 530 |
|
|
2022
Q1 | $294K | Buy |
+4,363
| New | +$236K | 0.01% | 566 |
|
|
2021
Q4 | – | Sell |
-4,363
| Closed | -$283K | – | 866 |
|
|
2021
Q3 | $283K | Hold |
4,363
| – | – | 0.01% | 580 |
|
|
2021
Q2 | $351K | Buy |
4,363
+234
| +6% | +$17.8K | 0.01% | 500 |
|
|
2021
Q1 | $281K | Hold |
4,129
| – | – | 0.01% | 582 |
|
|
2020
Q4 | $288K | Hold |
4,129
| – | – | 0.01% | 505 |
|
|
2020
Q3 | $212K | Hold |
4,129
| – | – | 0.01% | 665 |
|
|
2020
Q2 | $242K | Sell |
4,129
-374
| -8% | -$20.7K | 0.01% | 520 |
|
|
2020
Q1 | $228K | Buy |
4,503
+658
| +17% | +$43.7K | 0.02% | 500 |
|
|
2019
Q4 | $285K | Hold |
3,845
| – | – | 0.02% | 556 |
|
|
2019
Q3 | $220K | Hold |
3,845
| – | – | 0.01% | 707 |
|
|
2019
Q2 | $251K | Buy |
3,845
+3,561
| +1,254% | +$248K | 0.01% | 644 |
|
|
2019
Q1 | $3.85K | Sell |
284
-3,561
| -93% | -$250K | 0.02% | 644 |
|
|
2018
Q4 | $229K | Sell |
3,845
-1,425
| -27% | -$115K | 0.02% | 623 |
|
|
2018
Q3 | $498K | Buy |
5,270
+187
| +4% | +$16.1K | 0.03% | 361 |
|
|
2018
Q2 | $382K | Hold |
5,083
| – | – | 0.02% | 453 |
|
|
2018
Q1 | $308K | Buy |
+5,083
| New | +$275K | 0.02% | 544 |
|
|
2017
Q4 | – | Sell |
-4,248
| Closed | -$215K | – | 865 |
|
|
2017
Q3 | $215K | Sell |
4,248
-116
| -3% | -$5.4K | 0.01% | 756 |
|
|
2017
Q2 | $217K | Buy |
+4,364
| New | +$204K | 0.02% | 773 |
|
Other funds holding HQY
WA
VPM
VCM
Shelton Capital Management's HQY Position: Q1 2026 in Review
Shelton Capital Management held its HealthEquity (HQY) position steady in Q1 2026 at 2,885 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #596.
Shelton Capital Management first reported a position in HQY in Q2 2017 and has held it in 34 quarters since. The position peaked at $498K in Q3 2018. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.
- Shelton Capital Management held 2,885 shares of HealthEquity worth $241K as of Q1 2026.
- Shelton Capital Management left its HealthEquity share count unchanged in Q1 2026.
- HealthEquity made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #596 holding.
- Shelton Capital Management first reported a position in HealthEquity in Q2 2017 and has held it in 34 quarters since.
- Shelton Capital Management's HealthEquity position peaked at $498K in Q3 2018.
- 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.
Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.