Milestone Asset Management »

Healthequity shares owned by Milestone Asset Management

Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Milestone Asset Management from 13F filings

Historical chart of Milestone Asset Management investment in Healthequity

Tip: Access up to 7 years of quarterly data

All positions including Healthequity held by Milestone Asset Management 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 Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 12k 91.61
2025-09-30 $1.0M 11k 94.77

More positions owned by Milestone Asset Management

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr Series Trust State Street Spd (FLRN)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Apple (AAPL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
NVIDIA Corporation (NVDA)
Etf Ser Solutions Lha Mkt St Tactl (MSTB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Microsoft Corporation (MSFT)
Palantir Technologies Cl A (PLTR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)
Tidal Trust I Fundstrat Granny (GRNY)

View all positions for Milestone Asset Management

Top funds holding Healthequity

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

View all funds holding Healthequity