Capstone Investment Advisors
HQY icon

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
Q4 		– Sell
-6,573
Closed -$623K – 1802
2025
Q3 		$623K Sell
6,573
-1,979
-23% -$186K ﹤0.01% 1254
2025
Q2 		$896K Buy
+8,552
New +$811K ﹤0.01% 897
2024
Q1 		– Sell
-3,710
Closed -$246K – 2417
2023
Q4 		$246K Buy
3,710
+243
+7% +$16.8K ﹤0.01% 1691
2023
Q3 		$253K Buy
+3,467
New +$234K ﹤0.01% 1697
2017
Q3 		– Sell
-13,600
Closed -$677K – 634
2017
Q2 		$677K Buy
+13,600
New +$636K 0.02% 375

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capstone Investment Advisors's HQY Position: Q4 2025 in Review

Capstone Investment Advisors sold out of HealthEquity (HQY) in Q4 2025, closing a stake of 6,573 shares — an estimated $623K sold.

Capstone Investment Advisors first reported a position in HQY in Q2 2017 and held it in 5 quarters. The position peaked at $896K in Q2 2025. 511 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

  • Capstone Investment Advisors reported no remaining HealthEquity position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 6,573 HealthEquity shares in Q4 2025, an estimated $623K.
  • Capstone Investment Advisors first reported a position in HealthEquity in Q2 2017 and held it in 5 quarters.
  • Capstone Investment Advisors's HealthEquity position peaked at $896K in Q2 2025.
  • 511 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.