Healthequity shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Healthequity
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Quarterly reported holdings in Healthequity by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 30k | 94.77 |
| 2025-06-30 | $3.5M | 33k | 104.76 |
| 2025-03-31 | $2.9M | 33k | 88.37 |
| 2024-12-31 | $3.2M | 34k | 95.95 |
| 2024-09-30 | $2.8M | 34k | 81.85 |
| 2024-06-30 | $3.0M | 34k | 86.20 |
| 2024-03-31 | $2.8M | 35k | 81.63 |
| 2023-12-31 | $2.3M | 35k | 66.30 |
| 2023-09-30 | $2.0M | 28k | 73.05 |
| 2023-06-30 | $1.8M | 28k | 63.14 |
| 2023-03-31 | $1.7M | 28k | 58.71 |
| 2022-12-31 | $1.6M | 28k | 56.64 |
| 2022-09-30 | $1.9M | 28k | 67.15 |
| 2022-06-30 | $1.8M | 29k | 61.38 |
| 2022-03-31 | $1.9M | 29k | 67.43 |
| 2021-12-31 | $1.3M | 29k | 44.24 |
| 2021-09-30 | $1.8M | 29k | 64.76 |
| 2021-06-30 | $2.3M | 29k | 80.48 |
| 2021-03-31 | $2.0M | 29k | 67.99 |
| 2020-12-31 | $1.9M | 28k | 69.72 |
| 2020-09-30 | $1.5M | 28k | 51.38 |
| 2020-06-30 | $1.6M | 27k | 58.68 |
| 2020-03-31 | $1.3M | 26k | 50.60 |
| 2019-12-31 | $1.9M | 26k | 74.06 |
| 2019-09-30 | $1.5M | 26k | 57.13 |
| 2019-06-30 | $1.4M | 21k | 65.40 |
| 2019-03-31 | $1.5M | 21k | 73.99 |
| 2018-12-31 | $1.2M | 21k | 59.65 |
| 2018-09-30 | $1.9M | 21k | 94.41 |
| 2018-06-30 | $343k | 4.6k | 75.17 |
| 2018-03-31 | $265k | 4.4k | 60.57 |
| 2017-12-31 | $204k | 4.4k | 46.63 |
| 2017-09-30 | $187k | 4.4k | 42.74 |
| 2017-06-30 | $218k | 4.4k | 49.83 |
| 2017-03-31 | $158k | 3.7k | 42.39 |
More positions owned by Summit Investment Advisors
View all positions for Summit Investment Advisors