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Healthequity shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management investment in Healthequity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Healthequity by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.6M 91k 94.81
2025-06-30 $8.4M 91k 92.98
2025-03-31 $7.8M 90k 86.42
2024-12-31 $9.3M 92k 100.32
2024-09-30 $8.1M 92k 87.61
2024-06-30 $6.5M 95k 67.98

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Servicenow (NOW)
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Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Diversify Wealth Management

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