BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in HQY — Healthequity, Inc.
CIK 2010186
CINCINNATI, OH
Position in HQY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$148,395
+$137,959 QoQ
Shares Held
1,643
+866.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#387
of 496 holders
Holding Since
Dec 2020
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $408,900 across 4 Health Information Services names. HQY ranks #2 (36.3% of the industry book) .
All Filings in HQY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,395 | 1,643 | Shares | Sole | 2026-07-24 | |
| 2022-06-30 | $10,436 | 170 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $1,673 | 24 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||