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Healthequity shares owned by Beacon Investment Advisors

Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Beacon Investment Advisors from 13F filings

Historical chart of Beacon Investment Advisors investment in Healthequity

Tip: Access up to 7 years of quarterly data

All positions including Healthequity held by Beacon Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Healthequity by Beacon Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 27k 94.77