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Healthequity shares owned by Nicolet Advisory Services

Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Nicolet Advisory Services from 13F filings

Historical chart of Nicolet Advisory Services investment in Healthequity

Tip: Access up to 7 years of quarterly data

All positions including Healthequity held by Nicolet Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Healthequity by Nicolet Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $268k 3.4k 78.61

More positions owned by Nicolet Advisory Services

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Procter & Gamble Company (PG)
Bank First National Corporation (BFC)
Principal Exchange Traded Active High Yl (YLD)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Jpmorgan Chase & Co Alerian Ml Etn (AMJ)

View all positions for Nicolet Advisory Services

Top funds holding Healthequity

BlackRock
Vanguard Group
Daniel D. Thurber
FMR
ClearBridge Advisors
Mackenzie Financial
Geode Capital Management
Brown Advisory Holdings Incorporated
Franklin Resources
Jpmorgan Chase & Co
Dimensional Fund Advisors
Millennium Management
Stephens Investment Management Group
Goldman Sachs Group
Allspring Global Investments Holdings

View all funds holding Healthequity