Healthequity shares owned by UMA Financial Services
Quarter-by-quarter ownership of Healthequity (HQY) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Healthequity
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Quarterly reported holdings in Healthequity by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 54k | 94.77 |
| 2025-06-30 | $5.6M | 54k | 104.76 |
| 2025-03-31 | $4.7M | 54k | 88.37 |
| 2024-12-31 | $5.1M | 54k | 95.95 |
| 2024-09-30 | $5.7M | 68k | 83.83 |
| 2024-06-30 | $5.5M | 68k | 81.44 |
| 2024-03-31 | $5.4M | 68k | 80.27 |
| 2023-12-31 | $5.1M | 68k | 74.94 |
| 2023-09-30 | $5.0M | 68k | 74.21 |
| 2023-06-30 | $4.1M | 65k | 62.39 |
| 2023-03-31 | $3.8M | 65k | 57.74 |
| 2022-12-31 | $3.7M | 65k | 57.13 |
| 2022-09-30 | $4.4M | 65k | 68.28 |
| 2022-06-30 | $3.7M | 65k | 57.05 |
| 2022-03-31 | $4.1M | 65k | 63.20 |
| 2021-12-31 | $3.0M | 65k | 45.41 |
| 2021-09-30 | $4.1M | 65k | 63.16 |
| 2021-06-30 | $4.9M | 65k | 74.42 |
| 2021-03-31 | $4.4M | 65k | 66.81 |
| 2020-12-31 | $5.1M | 65k | 77.97 |
| 2020-09-30 | $3.5M | 65k | 52.99 |
| 2020-06-30 | $3.5M | 65k | 54.01 |
| 2020-03-31 | $3.2M | 65k | 48.78 |
| 2019-12-31 | $6.2M | 85k | 72.69 |
| 2019-09-30 | $5.4M | 85k | 63.68 |