Oregon Pacific Wealth Management, LLC Healthequity, Inc. Transaction History
Oregon Pacific Wealth Management, LLC
- $116 Billion
 - Q3 2025
 
A detailed history of Oregon Pacific Wealth Management, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 2,330 shares of HQY stock, worth $220,907. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,330Holding current value
$220,907% of portfolio
0.19%Shares
	  1 transactions
	
  Others Institutions Holding HQY
# of Institutions
558Shares Held
86.4MCall Options Held
311KPut Options Held
246K- 
    
      Black Rock Inc. New York, NY10.7MShares$1.02 Billion0.02% of portfolio
 - 
    
      Vanguard Group Inc Valley Forge, PA8.5MShares$806 Million0.01% of portfolio
 - 
    
      Wasatch Advisors Inc Salt Lake City, UT6.1MShares$578 Million3.47% of portfolio
 - 
    
      State Street Corp Boston, MA3.18MShares$302 Million0.01% of portfolio
 - 
    
      Invesco Ltd. Atlanta, GA2.37MShares$224 Million0.04% of portfolio
 
About HEALTHEQUITY, INC.
- Ticker HQY
 - Exchange NASDAQ
 - Sector Healthcare
 - Industry Health Information Services
 - Shares Outstandng 84,530,704
 - Market Cap $8.01B
 - 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 ...