Healthequity shares owned by Peterson Wealth Services
Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Peterson Wealth Services
from 13F filings
Historical chart of Peterson Wealth Services investment in Healthequity
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Quarterly reported holdings in Healthequity by Peterson Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $691k | 20 | 34529.45 |
| 2025-06-30 | $727k | 6.9k | 104.76 |
| 2025-03-31 | $613k | 6.9k | 88.37 |
| 2024-12-31 | $1.0M | 11k | 95.95 |
| 2024-09-30 | $818k | 10k | 81.85 |
| 2024-06-30 | $781k | 9.1k | 86.20 |
| 2024-03-31 | $671k | 8.2k | 81.63 |