HEALTHEQUITY INC

Ticker: HQY CUSIP: 42226A107 Class: EQTY

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 8,047 Value ($000) $737 Avg Close $95.73 Range $87.58 - $105.96
Q3 2025
Shares 6,774 Value ($000) $642 Avg Close $94.11 Range $86.63 - $105.47
Q2 2025
Shares 862 Value ($000) $90 Avg Close $94.79 Range $74.07 - $116.65
Q1 2025
Shares 15,041 Value ($000) $1,329 Avg Close $102.56 Range $80.33 - $115.59
Q4 2024
Shares 15,313 Value ($000) $1,469 Avg Close $93.19 Range $76.85 - $105.82
Q3 2024
Shares 42,930 Value ($000) $3,514 Avg Close $77.16 Range $65.01 - $88.26
Q2 2024
Shares 801 Value ($000) $69 Avg Close $80.80 Range $74.75 - $87.72
Q1 2024
Shares 801 Value ($000) $65 Avg Close $78.08 Range $66.00 - $84.49
Q4 2023
Shares 801 Value ($000) $53 Avg Close $69.33 Range $61.81 - $76.62
Q3 2023
Shares 871 Value ($000) $64 Avg Close $67.56 Range $61.32 - $76.30
Q2 2023
Shares 871 Value ($000) $55 Avg Close $57.99 Range $48.86 - $67.78
Q1 2023
Shares 1,888 Value ($000) $111 Avg Close $60.73 Range $52.27 - $68.83
Q4 2022
Shares 1,545 Value ($000) $95 Avg Close $67.21 Range $57.38 - $79.20
Q3 2022
Shares 1,605 Value ($000) $108 Avg Close $63.29 Range $54.85 - $74.04
Q2 2022
Shares 1,484 Value ($000) $91 Avg Close $64.05 Range $53.10 - $72.70
Q1 2022
Shares 1,371 Value ($000) $92 Avg Close $54.00 Range $43.98 - $68.88
Q4 2021
Shares 1,055 Value ($000) $47 Avg Close $58.24 Range $36.80 - $73.29
Q3 2021
Shares 1,329 Value ($000) $86 Avg Close $69.45 Range $60.21 - $82.71
Q2 2021
Shares 1,299 Value ($000) $105 Avg Close $76.19 Range $65.40 - $84.78
Q1 2021
Shares 1,937 Value ($000) $131,716 Avg Close $78.57 Range $66.14 - $93.32
Q4 2020
Shares 1,816 Value ($000) $127 Avg Close $62.20 Range $49.09 - $75.72
Q3 2020
Shares 3,753 Value ($000) $193 Avg Close $54.93 Range $45.82 - $64.78
Q2 2020
Shares 4,031 Value ($000) $236 Avg Close $55.30 Range $40.55 - $67.94
Q1 2020
Shares 4,693 Value ($000) $237 Avg Close $66.40 Range $34.40 - $88.78
Q4 2019
Shares 26,114 Value ($000) $1,934 Avg Close $62.38 Range $51.74 - $76.94
Q3 2019
Shares 423 Value ($000) $24 Avg Close $66.37 Range $50.87 - $83.66
Q1 2018
Shares 4,381 Value ($000) $265 Avg Close $54.14 Range $46.08 - $68.75
Q3 2017
Shares 50 Value ($000) $2 Avg Close $46.55 Range $40.21 - $51.85
Q2 2017
Shares 50 Value ($000) $2 Avg Close $46.77 Range $41.50 - $54.95