Position in HQY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,987
-$2,776 QoQ
Shares Held
22
-57.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#461
of 496 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Private Wealth Management Group, LLC holds $51,803 across 8 Health Information Services names. HQY ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
95 | $16,859 | |
| 2 | TXG |
10x Genomics, Inc.
|
395 | $15,144 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
112 | $7,810 | |
| 4 | OMCL |
Omnicell, Inc.
|
133 | $5,522 | |
| 5 | PHR |
Phreesia, Inc.
|
222 | $2,284 | |
| 6 | WAY |
Waystar Holding Corp.
|
100 | $2,053 | |
| 7 | HQY |
Healthequity, Inc.
This page
|
22 | $1,987 | |
| 8 | TDOC |
Teladoc Health, Inc.
|
17 | $144 |
All Filings in HQY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,987 | 22 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $4,763 | 52 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,928 | 52 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,561 | 34 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,004 | 34 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,262 | 34 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,782 | 34 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,930 | 34 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,142 | 14 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $928 | 14 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||