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Sterling Capital Management’s HealthEquity HQY Stock Holding History

Sterling Capital Management’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
Q1 		$46K Sell
550
-8
-1% -$656 ﹤0.01% 1674
2025
Q4 		$51.1K Buy
558
+351
+170% +$33.6K ﹤0.01% 1796
2025
Q3 		$19.6K Sell
207
-2
-1% -$188 ﹤0.01% 2157
2025
Q2 		$21.9K Buy
209
+120
+135% +$11.4K ﹤0.01% 1762
2025
Q1 		$7.87K Buy
89
+2
+2% +$205 ﹤0.01% 1955
2024
Q4 		$8.35K Hold
87
– – ﹤0.01% 2244
2024
Q3 		$7.12K Buy
+87
New +$6.71K ﹤0.01% 1641
2017
Q3 		– Sell
-29,268
Closed -$1.46M – 940
2017
Q2 		$1.46M Buy
29,268
+3,175
+12% +$148K 0.01% 472
2017
Q1 		$1.11M Buy
26,093
+5,861
+29% +$259K 0.01% 545
2016
Q4 		$820K Buy
+20,232
New +$782K 0.01% 659

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