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Healthequity shares owned by Estate Planners Group

Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Estate Planners Group from 13F filings

Historical chart of Estate Planners Group investment in Healthequity

Tip: Access up to 7 years of quarterly data

All positions including Healthequity held by Estate Planners Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Healthequity by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $119k 1.3k 91.61

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding Healthequity

BlackRock
Vanguard Group
Daniel D. Thurber
State Street Corporation
Geode Capital Management
FMR
Westfield Capital Management Company
William Blair Investment Management
AQR Capital Management
Dimensional Fund Advisors
Brown Advisory Holdings Incorporated
ClearBridge Advisors
Mackenzie Financial
Charles Schwab Investment Management
Geneva Capital Management

View all funds holding Healthequity