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Healthequity shares owned by Red Tortoise

Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Red Tortoise from 13F filings

Historical chart of Red Tortoise investment in Healthequity

Tip: Access up to 7 years of quarterly data

All positions including Healthequity held by Red Tortoise consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Healthequity by Red Tortoise

Quarter filed Position value Share count Share price at filing
2024-12-31 $18k 190 95.95
2024-09-30 $16k 190 81.85
2024-06-30 $16k 190 86.20
2024-03-31 $16k 190 81.63

More positions owned by Red Tortoise

Schwab International Equity Etf Etf (SCHF)
Schwab Fundamental International Equity Etf Etf (FNDF)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Long-term Treasury Etf Etf (VGLT)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Russell 1000 Value Etf Etf (IWD)
Vanguard Value Etf Etf (VTV)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Schwab Short-term Us Treasury Etf Etf (SCHO)
Ishares Core Dividend Growth Etf Etf (DGRO)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Schwab Us Tips Etf Etf (SCHP)

View all positions for Red Tortoise

Top funds holding Healthequity

Wealthfront Advisers
BlackRock
Vanguard Group
Daniel D. Thurber
FMR
State Street Corporation
Geode Capital Management
Brown Advisory Holdings Incorporated
ClearBridge Advisors
Mackenzie Financial
Millennium Management
Invesco
Dimensional Fund Advisors
Franklin Resources
Northern Trust

View all funds holding Healthequity