Portside Wealth Group, LLC Healthequity, Inc. Transaction History
Portside Wealth Group, LLC
- $726 Billion
- Q3 2025
A detailed history of Portside Wealth Group, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Portside Wealth Group, LLC holds 2,611 shares of HQY stock, worth $265,721. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,611
Previous 2,699
3.26%
Holding current value
$265,721
Previous $283 Million
12.49%
% of portfolio
0.03%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding HQY
# of Institutions
554Shares Held
86.4MCall Options Held
171KPut Options Held
83.7K-
Black Rock Inc. New York, NY10.7MShares$1.09 Billion0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.75MShares$890 Million0.01% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT6.31MShares$642 Million3.35% of portfolio
-
State Street Corp Boston, MA3.15MShares$321 Million0.01% of portfolio
-
Geode Capital Management, LLC Boston, MA2.2MShares$223 Million0.01% of portfolio
About HEALTHEQUITY, INC.
- Ticker HQY
- Exchange NASDAQ
- Sector Healthcare
- Industry Health Information Services
- Shares Outstandng 84,530,704
- Market Cap $8.6B
- Description
- HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness ...