Orion Portfolio Solutions, LLC
- SEC CIK
- 0001802647
- Latest filing
- May 15, 2025
HQY holding history
Healthequity, Inc. in every 13F filed by Orion Portfolio Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
HQY overviewAll 13F holders of HQYFull Q1 2025 holdings
- Shares (Q1 2025)
- 3,280
- Value
- $289.9K
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 3,280 | $289.9K | <0.1% | +885+37.0% | Added | Holders |
| Q4 2024 | 2,395 | $229.8K | <0.1% | −865−26.5% | Reduced | Holders |
| Q3 2024 | 3,260 | $266.8K | <0.1% | −59−1.8% | Reduced | Holders |
| Q2 2024 | 3,319 | $286.1K | <0.1% | +3,319 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −4,590−100.0% | Sold out | Holders |
| Q3 2023 | 4,590 | $335.3K | <0.1% | +1,284+38.8% | Added | Holders |
| Q2 2023 | 3,306 | $208.7K | <0.1% | +3,306 | New | Holders |