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Healthequity shares owned by Juncture Wealth Strategies

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

Historical chart of Juncture Wealth Strategies investment in Healthequity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Healthequity by Juncture Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $367k 4.1k 90.32

More positions owned by Juncture Wealth Strategies

Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Series Trust St Str Sp Div (SDY)
Global X Fds S&p 500 Covered (XYLD)
Spdr Series Trust St Str P500val (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Tr Msci Emg Mkt Etf (EEM)

View all positions for Juncture Wealth Strategies

Top funds holding Healthequity

BlackRock
Daniel D. Thurber
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Geode Capital Management
AQR Capital Management
William Blair Investment Management
Dimensional Fund Advisors
Brown Advisory Holdings Incorporated
ClearBridge Advisors
Mackenzie Financial
Greenhouse Funds L
Charles Schwab Investment Management

View all funds holding Healthequity