William Blair Investment Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $170M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $85.3M | Sell |
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|
2023
Q4 | $118M | Sell |
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|
2023
Q3 | $193M | Sell |
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|
2023
Q2 | $176M | Sell |
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|
2023
Q1 | $169M | Sell |
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|
2022
Q4 | $184M | Sell |
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|
2022
Q3 | $224M | Buy |
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|
2022
Q2 | $165M | Sell |
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|
2022
Q1 | $210M | Sell |
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|
2021
Q4 | $158M | Sell |
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|
2021
Q3 | $244M | Buy |
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|
2021
Q2 | $300M | Sell |
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|
2021
Q1 | $258M | Buy |
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|
2020
Q4 | $255M | Buy |
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|
2020
Q3 | $188M | Buy |
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|
2020
Q2 | $149M | Buy |
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|
2020
Q1 | $75.6M | Buy |
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