WA
Wasatch Advisors’s HealthEquity HQY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $639M | Sell |
6,101,064
-1,132,972
| -16% | -$119M | 3.35% | 1 |
|
|
2025
Q1 | $639M | Sell |
7,234,036
-279,709
| -4% | -$24.7M | 3.57% | 1 |
|
|
2024
Q4 | $721M | Sell |
7,513,745
-245,145
| -3% | -$23.5M | 3.57% | 2 |
|
|
2024
Q3 | $635M | Buy |
7,758,890
+483,269
| +7% | +$39.6M | 3.11% | 2 |
|
|
2024
Q2 | $627M | Sell |
7,275,621
-133,459
| -2% | -$11.5M | 3.35% | 1 |
|
|
2024
Q1 | $605M | Buy |
7,409,080
+569,249
| +8% | +$46.5M | 3.16% | 2 |
|
|
2023
Q4 | $453M | Sell |
6,839,831
-427,944
| -6% | -$28.4M | 2.5% | 4 |
|
|
2023
Q3 | $531M | Buy |
7,267,775
+139,453
| +2% | +$10.2M | 3.35% | 2 |
|
|
2023
Q2 | $450M | Sell |
7,128,322
-584,267
| -8% | -$36.9M | 2.72% | 3 |
|
|
2023
Q1 | $453M | Buy |
7,712,589
+1,980,668
| +35% | +$116M | 2.82% | 2 |
|
|
2022
Q4 | $353M | Buy |
5,731,921
+5,859
| +0.1% | +$361K | 2.38% | 4 |
|
|
2022
Q3 | $385M | Sell |
5,726,062
-902,689
| -14% | -$60.6M | 2.67% | 4 |
|
|
2022
Q2 | $407M | Sell |
6,628,751
-1,010,184
| -13% | -$62M | 2.57% | 3 |
|
|
2022
Q1 | $515M | Buy |
7,638,935
+244,868
| +3% | +$16.5M | 2.54% | 4 |
|
|
2021
Q4 | $327M | Buy |
7,394,067
+1,197,807
| +19% | +$53M | 1.33% | 18 |
|
|
2021
Q3 | $401M | Buy |
6,196,260
+364,908
| +6% | +$23.6M | 1.63% | 11 |
|
|
2021
Q2 | $469M | Buy |
5,831,352
+197,412
| +4% | +$15.9M | 1.91% | 7 |
|
|
2021
Q1 | $383M | Buy |
5,633,940
+314,928
| +6% | +$21.4M | 1.72% | 9 |
|
|
2020
Q4 | $371M | Buy |
5,319,012
+1,347,888
| +34% | +$94M | 1.82% | 12 |
|
|
2020
Q3 | $204M | Buy |
3,971,124
+780,916
| +24% | +$40.1M | 1.3% | 20 |
|
|
2020
Q2 | $187M | Buy |
3,190,208
+492,095
| +18% | +$28.9M | 1.35% | 20 |
|
|
2020
Q1 | $136M | Buy |
2,698,113
+508,358
| +23% | +$25.7M | 1.42% | 22 |
|
|
2019
Q4 | $162M | Buy |
2,189,755
+337,736
| +18% | +$25M | 1.33% | 20 |
|
|
2019
Q3 | $106M | Sell |
1,852,019
-35,525
| -2% | -$2.03M | 1.01% | 40 |
|
|
2019
Q2 | $123M | Sell |
1,887,544
-151,385
| -7% | -$9.9M | 1.2% | 27 |
|
|
2019
Q1 | $151M | Buy |
2,038,929
+376,461
| +23% | +$27.9M | 1.64% | 15 |
|
|
2018
Q4 | $99.2M | Buy |
1,662,468
+83,388
| +5% | +$4.97M | 1.32% | 23 |
|
|
2018
Q3 | $149M | Sell |
1,579,080
-218,119
| -12% | -$20.6M | 1.7% | 15 |
|
|
2018
Q2 | $135M | Sell |
1,797,199
-342,331
| -16% | -$25.7M | 1.62% | 18 |
|
|
2018
Q1 | $130M | Sell |
2,139,530
-153,750
| -7% | -$9.31M | 1.67% | 17 |
|
|
2017
Q4 | $107M | Sell |
2,293,280
-126,229
| -5% | -$5.89M | 1.42% | 19 |
|
|
2017
Q3 | $122M | Sell |
2,419,509
-22,671
| -0.9% | -$1.15M | 1.66% | 13 |
|
|
2017
Q2 | $122M | Buy |
2,442,180
+52,885
| +2% | +$2.64M | 1.7% | 13 |
|
|
2017
Q1 | $101M | Sell |
2,389,295
-27,173
| -1% | -$1.15M | 1.5% | 16 |
|
|
2016
Q4 | $97.9M | Buy |
2,416,468
+178,306
| +8% | +$7.22M | 1.48% | 16 |
|
|
2016
Q3 | $84.7M | Buy |
2,238,162
+72,807
| +3% | +$2.76M | 1.26% | 19 |
|
|
2016
Q2 | $65.8M | Buy |
2,165,355
+44,184
| +2% | +$1.34M | 1.01% | 27 |
|
|
2016
Q1 | $51.8M | Buy |
2,121,171
+962,507
| +83% | +$23.5M | 0.79% | 41 |
|
|
2015
Q4 | $29M | Sell |
1,158,664
-9,741
| -0.8% | -$244K | 0.4% | 77 |
|
|
2015
Q3 | $34.5M | Sell |
1,168,405
-30,575
| -3% | -$903K | 0.46% | 76 |
|
|
2015
Q2 | $38.4M | Sell |
1,198,980
-14,561
| -1% | -$467K | 0.42% | 85 |
|
|
2015
Q1 | $30.3M | Buy |
1,213,541
+1,163,061
| +2,304% | +$29.1M | 0.31% | 104 |
|
|
2014
Q4 | $1.29M | Sell |
50,480
-35
| -0.1% | -$891 | 0.01% | 339 |
|
|
2014
Q3 | $925K | Buy |
+50,515
| New | +$925K | 0.01% | 365 |
|