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Summitry LLC’s HealthEquity HQY Stock Holding History

Summitry LLC’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$302K Buy
2,884
+611
+27% +$64K 0.01% 130
2025
Q1 		$201K Buy
+2,273
New +$201K 0.01% 137