Healthequity shares owned by Portside Wealth Group
Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in Healthequity
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Quarterly reported holdings in Healthequity by Portside Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $247k | 2.6k | 94.77 |
| 2025-06-30 | $283k | 2.7k | 104.76 |
| 2025-03-31 | $236k | 2.7k | 88.38 |
| 2024-12-31 | $225k | 2.3k | 95.95 |
| 2024-03-31 | $215k | 2.6k | 81.63 |
| 2023-09-30 | $241k | 3.3k | 72.16 |
| 2023-06-30 | $5.2M | 82k | 63.14 |