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Waverly Advisors’s HealthEquity HQY Stock Holding History

Waverly Advisors’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 		$5.74M Buy
54,782
+2,796
+5% +$293K 0.06% 279
2025
Q1 		$4.59M Buy
+51,986
New +$4.59M 0.06% 311