Back to HQY
DIVERSIFY WEALTH MANAGEMENT, LLC → HQY
DIVERSIFY WEALTH MANAGEMENT, LLC HQY Position History
HealthEquity, Inc. • Financial Services
Quarters held
5
Latest value
$8.4M
Q3 2026
Peak value
$9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.6M |
| Q4 2025 | $7.6M |
| Q1 2026 | $7.4M |
| Q2 2026 | $9M |
| Q3 2026 | $8.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.4M | 90.8K | — | — |
| Q2 2026 | $9M | 90.7K | — | — |
| Q1 2026 | $7.4M | 90.6K | — | — |
| Q4 2025 | $7.6M | 90.4K | — | — |
| Q3 2025 | $8.6M | 90.5K | — | — |
Other funds holding HQY
$868.7M
$762.8M
$761.2M
$728.3M
$719M
$620.2M
$603.7M
$601.9M