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Healthequity shares owned by Primoris Wealth Advisors

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

Historical chart of Primoris Wealth Advisors investment in Healthequity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Healthequity by Primoris Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.3M 26k 90.32

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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