Zacks 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
2026 Q1	–	Sell	-33,382	Closed	-$3.06M	–	755
2025 Q4	$3.06M	Buy	33,382 +783	+2%	+$75K	0.02%	295
2025 Q3	$3.09M	Buy	32,599 +1,351	+4%	+$127K	0.02%	276
2025 Q2	$3.27M	Sell	31,248 -734	-2%	-$69.6K	0.03%	274
2025 Q1	$2.83M	Buy	31,982 +1,829	+6%	+$188K	0.03%	285
2024 Q4	$2.89M	Sell	30,153 -1,303	-4%	-$121K	0.03%	292
2024 Q3	$2.57M	Buy	31,456 +3,059	+11%	+$236K	0.02%	300
2024 Q2	$2.45M	Buy	28,397 +3,113	+12%	+$252K	0.03%	263
2024 Q1	$2.06M	Buy	25,284 +5,712	+29%	+$446K	0.02%	305
2023 Q4	$1.3M	Sell	19,572 -1,902	-9%	-$132K	0.02%	349
2023 Q3	$1.57M	Buy	+21,474	New	+$1.45M	0.02%	310
2021 Q4	–	Sell	-12,372	Closed	-$801K	–	647
2021 Q3	$801K	Buy	12,372 +2,799	+29%	+$194K	0.01%	402
2021 Q2	$770K	Buy	+9,573	New	+$729K	0.01%	398
2016 Q1	–	Sell	-14,279	Closed	-$358K	–	642
2015 Q4	$358K	Sell	14,279 -16,898	-54%	-$519K	0.01%	458
2015 Q3	$921K	Buy	31,177 +1,784	+6%	+$56.1K	0.03%	312
2015 Q2	$942K	Buy	+29,393	New	+$789K	0.03%	300