Healthequity shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Healthequity (HQY) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Healthequity
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Quarterly reported holdings in Healthequity by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 49k | 94.73 |
| 2025-06-30 | $3.4M | 33k | 104.73 |
| 2025-03-31 | $14k | 155 | 88.25 |
| 2024-12-31 | $13k | 139 | 96.00 |
| 2024-09-30 | $4.8k | 59 | 81.80 |
| 2024-06-30 | $4.5k | 57 | 78.50 |
| 2024-03-31 | $1.3k | 16 | 78.91 |
| 2023-12-31 | $3.0k | 46 | 66.27 |
| 2023-09-30 | $731 | 10 | 73.10 |
| 2023-06-30 | $631 | 10 | 63.10 |
| 2023-03-31 | $6.6k | 113 | 58.71 |
| 2022-09-30 | $999 | 12 | 83.33 |
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