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Healthequity shares owned by Commonwealth Equity Services

Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Commonwealth Equity Services from 13F filings

Historical chart of Commonwealth Equity Services investment in Healthequity

Tip: Access up to 7 years of quarterly data

All positions including Healthequity held by Commonwealth Equity Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Healthequity by Commonwealth Equity Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6M 38k 94.78
2018-09-30 $419k 4.4k 94.35
2018-06-30 $311k 4.1k 75.10
2018-03-31 $226k 3.7k 60.51

More positions owned by Commonwealth Equity Services

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Value Etf (VTV)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Commonwealth Equity Services

Top funds holding Healthequity

BlackRock
Vanguard Group
Daniel D. Thurber
FMR
State Street Corporation
Geode Capital Management
Invesco
AQR Capital Management
Westfield Capital Management Company
Brown Advisory Holdings Incorporated
Dimensional Fund Advisors
Morgan Stanley
ClearBridge Advisors
Mackenzie Financial
Jpmorgan Chase & Co

View all funds holding Healthequity