Capstone Investment Advisors
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Capstone Investment Advisors’s HealthEquity HQY Stock Holding History

Capstone Investment Advisors’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
2025
Q2 		$896K Buy
2024
Q1 		– Sell
2023
Q4 		$246K Buy
2023
Q3 		$253K Buy
2017
Q3 		– Sell
2017
Q2 		$677K Buy