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Healthequity shares owned by Diversify Advisory Services

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

Historical chart of Diversify Advisory Services investment in Healthequity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Healthequity by Diversify Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $9.0M 91k 99.05
2024-03-31 $7.8M 96k 81.63

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Motorola Solutions Com New (MSI)

View all positions for Diversify Advisory Services

Top funds holding Healthequity

BlackRock
Daniel D. Thurber
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Geode Capital Management
AQR Capital Management
Dimensional Fund Advisors
William Blair Investment Management
FMR
Brown Advisory Holdings Incorporated
ClearBridge Advisors
Charles Schwab Investment Management
Sixth Street Partners Management Company

View all funds holding Healthequity