Econ Financial Services Corp »

Healthequity shares owned by Econ Financial Services Corp

Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Econ Financial Services Corp from 13F filings

Historical chart of Econ Financial Services Corp investment in Healthequity

Tip: Access up to 7 years of quarterly data

All positions including Healthequity held by Econ Financial Services Corp consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Healthequity by Econ Financial Services Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 20k 94.77
2023-09-30 $356k 4.9k 73.05
2021-12-31 $88k 2.0k 44.00

More positions owned by Econ Financial Services Corp

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Core S&p Mcp Etf (IJH)
Select Sector Spdr Tr Energy (XLE)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Hershey Company (HSY)
Chevron Corporation (CVX)
Ishares Tr U.s. Med Dvc Etf (IHI)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Nike CL B (NKE)

View all positions for Econ Financial Services Corp

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