Wellington Management Group’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.9M | Buy |
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|
2025
Q1 | $75M | Buy |
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|
2024
Q4 | $65.2M | Sell |
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|
2024
Q3 | $56.5M | Sell |
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|
2024
Q2 | $61.6M | Buy |
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|
2024
Q1 | $53.9M | Sell |
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|
2023
Q4 | $44.2M | Sell |
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|
2023
Q3 | $50.1M | Sell |
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|
2023
Q2 | $43.6M | Buy |
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|
2023
Q1 | $39.1M | Buy |
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|
2022
Q4 | $38.9M | Buy |
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|
2022
Q3 | $12.1M | Buy |
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|
2022
Q2 | $10.9M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $20.5M | Buy |
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|
2021
Q2 | $10M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $513K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $2.45M | Sell |
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|
2019
Q2 | $5.13M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.05M | Sell |
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|
2018
Q3 | $3.21M | Sell |
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|
2018
Q2 | $8.14M | Sell |
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|
2018
Q1 | $12.6M | Sell |
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|
2017
Q4 | $11M | Sell |
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|
2017
Q3 | $20.6M | Sell |
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|
2017
Q2 | $20.5M | Buy |
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|
2017
Q1 | $4.92M | Buy |
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|
2016
Q4 | $4.05M | Buy |
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|
2016
Q3 | $286K | Sell |
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|
2016
Q2 | $806K | Sell |
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|
2016
Q1 | $3.7M | Buy |
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|
2015
Q4 | $3.13M | Buy |
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|
2015
Q3 | $1.38M | Buy |
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|
2015
Q2 | $1.41M | Buy |
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