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INSPIRION WEALTH ADVISORS, LLC → HQY

INSPIRION WEALTH ADVISORS, LLC HQY Position History

HealthEquity, Inc. • Financial Services

Quarters held
4
Latest value
$5.7M
Q3 2026
Peak value
$6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6M
Q1 2026$5.4M
Q2 2026$6M
Q3 2026$5.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.7M65.0K——
Q2 2026$6M65.0K——
Q1 2026$5.4M65.0K——
Q4 2025$6M65.0K——

Other funds holding HQY

Other INSPIRION WEALTH ADVISORS, LLC positions

VGES

VANGUARD WHITEHALL FDS

$103.8M
VGES

VANGUARD INDEX FDS

$100M
VGES

VANGUARD WHITEHALL FDS

$100M
VGES

VANGUARD INDEX FDS

$90.7M
VGES

VANGUARD WHITEHALL FDS

$86.9M
VGES

VANGUARD INDEX FDS

$72.5M
COF-PN

CAPITAL GROUP INTL FOCUS EQT

$72M
VGES

VANGUARD WHITEHALL FDS

$72M