Vaughan Nelson Investment Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-835,413
| Closed | -$73.8M | – | 210 |
|
|
2025
Q1 | $73.8M | Buy |
835,413
+76,950
| +10% | +$6.8M | 0.74% | 47 |
|
|
2024
Q4 | $72.8M | Sell |
758,463
-84,960
| -10% | -$8.15M | 0.68% | 42 |
|
|
2024
Q3 | $69M | Buy |
843,423
+226,563
| +37% | +$18.5M | 0.61% | 45 |
|
|
2024
Q2 | $53.2M | Buy |
616,860
+11,150
| +2% | +$961K | 0.49% | 60 |
|
|
2024
Q1 | $49.4M | Buy |
+605,710
| New | +$49.4M | 0.43% | 75 |
|