Sellwood Investment Partners »

Healthequity shares owned by Sellwood Investment Partners

Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Sellwood Investment Partners from 13F filings

Historical chart of Sellwood Investment Partners investment in Healthequity

Tip: Access up to 7 years of quarterly data

All positions including Healthequity held by Sellwood Investment Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Healthequity by Sellwood Investment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $52k 550 94.77
2025-06-30 $58k 550 104.76

More positions owned by Sellwood Investment Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Esg Us Stk Etf (ESGV)
Pimco Equity Ser Rafi Esg Us (RAFE)
Vanguard World Esg Intl Stk Etf (VSGX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard World Extended Dur (EDV)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Sellwood Investment Partners

Top funds holding Healthequity

BlackRock
Vanguard Group
Daniel D. Thurber
FMR
State Street Corporation
Geode Capital Management
Invesco
AQR Capital Management
Westfield Capital Management Company
Brown Advisory Holdings Incorporated
Dimensional Fund Advisors
Morgan Stanley
ClearBridge Advisors
Mackenzie Financial
Jpmorgan Chase & Co

View all funds holding Healthequity