Healthequity shares owned by Private Advisory
Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Private Advisory
from 13F filings
Historical chart of Private Advisory investment in Healthequity
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All positions including Healthequity held by Private Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Healthequity by Private Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.1M | 96k | 94.77 |
| 2018-09-30 | $458k | 5.3k | 86.48 |