Warren Averett Asset Management »

Healthequity shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset Management investment in Healthequity

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All positions including Healthequity held by Warren Averett Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Healthequity by Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2M 55k 94.77
2025-06-30 $5.7M 55k 104.76
2025-03-31 $4.6M 52k 88.37

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Series Trust Portfolio Intrmd (SPIB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Rus 1000 Etf (IWB)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Warren Averett Asset Management

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