A detailed history of Curated Wealth Partners LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Curated Wealth Partners LLC holds 3,267 shares of HQY stock, worth $332,482. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,267
Previous 2,628 24.32%
Holding current value
$332,482
Previous $249,000 33.33%
% of portfolio
0.04%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026

BUY
$87.78 - $101.77 $56,091 - $65,031
639 Added 24.32%
3,267 $332,000
Q3 2025

Oct 09, 2025

BUY
$87.42 - $103.12 $21,592 - $25,470
247 Added 10.37%
2,628 $249,000
Q2 2025

Jul 28, 2025

SELL
$76.77 - $113.06 $43,375 - $63,878
-565 Reduced 19.18%
2,381 $249,000
Q1 2025

Apr 15, 2025

BUY
$84.32 - $114.51 $35,836 - $48,666
425 Added 16.86%
2,946 $260,000
Q4 2024

Jan 21, 2025

BUY
$78.18 - $104.65 $197,091 - $263,822
2,521 New
2,521 $241,000

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $8.6B
  • Description
  • HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness ...
More about HQY
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