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Capital Advisors Ltd’s HealthEquity HQY Stock Holding History

Capital Advisors Ltd’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-73
Closed -$6K – 1460
2026
Q1 		$6K Buy
+73
New +$5.99K ﹤0.01% 921
2023
Q1 		– Sell
-11
Closed -$1K – 1356
2022
Q4 		$1K Sell
11
-3
-21% -$202 ﹤0.01% 1012
2022
Q3 		$1K Buy
14
+3
+27% +$190 ﹤0.01% 1032
2022
Q2 		$1K Hold
11
– – ﹤0.01% 802
2022
Q1 		$1K Buy
+11
New +$594 ﹤0.01% 728

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Capital Advisors Ltd's HQY Position: Q2 2026 in Review

Capital Advisors Ltd sold out of HealthEquity (HQY) in Q2 2026, closing a stake of 73 shares — an estimated $6K sold.

Capital Advisors Ltd first reported a position in HQY in Q1 2022 and held it in 5 quarters. The position peaked at $6K in Q1 2026. 496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Capital Advisors Ltd reported no remaining HealthEquity position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 73 HealthEquity shares in Q2 2026, an estimated $6K.
  • Capital Advisors Ltd first reported a position in HealthEquity in Q1 2022 and held it in 5 quarters.
  • Capital Advisors Ltd's HealthEquity position peaked at $6K in Q1 2026.
  • 496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.