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Healthequity shares owned by Unique Wealth

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

Historical chart of Unique Wealth investment in Healthequity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Healthequity by Unique Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $278k 3.0k 91.61

More positions owned by Unique Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)
Ishares Tr National Mun Etf (MUB)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tcw Etf Trust Transform System (PWRD)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ishares A I Inno (BAI)

View all positions for Unique Wealth

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
ClearBridge Advisors
Mackenzie Financial
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Healthequity