Moran Wealth Management, LLC

Position in HQY — Healthequity, Inc.

CIK 1965334 Naples, FL

Position in HQY

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$6,701,201

New position

Shares Held

74,194

first reported quarter

Ownership

0.090%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#118

of 496 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Moran Wealth Management, LLC holds $11,581,890 across 3 Health Information Services names. HQY ranks #1 (57.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HQY	Healthequity, Inc. This page	74,194	$6,701,201
2	VEEV	Veeva Systems Inc	24,724	$4,387,767
3	BTSG	BrightSpring Health Services, Inc.	7,068	$492,922

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,701,201	74,194	—	Shares	Sole	2026-08-05
No filing history on record for this holder in this stock.