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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
2024-09-30 $8.1M 92k 87.61
2024-06-30 $6.5M 95k 67.98

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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
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Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Diversify Wealth Management

Top funds holding Healthequity

BlackRock
BlackRock
Vanguard Group
Daniel D. Thurber
State Street Corporation
ClearBridge Advisors
Mackenzie Financial
Geode Capital Management
Brown Advisory Holdings Incorporated
Franklin Resources
Invesco
Dimensional Fund Advisors
Stephens Investment Management Group
Jpmorgan Chase & Co
Henderson Group

View all funds holding Healthequity