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Carrera Capital Advisors’s HealthEquity HQY Stock Holding History

Carrera Capital 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 		– Sell
-24,029
Closed -$2.12M – 157
2025
Q1 		$2.12M Buy
24,029
+1,418
+6% +$145K 0.47% 42
2024
Q4 		$2.17M Buy
22,611
+6,743
+42% +$628K 0.51% 40
2024
Q3 		$1.3M Buy
+15,868
New +$1.22M 0.32% 52

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carrera Capital Advisors's HQY Position: Q2 2025 in Review

Carrera Capital Advisors sold out of HealthEquity (HQY) in Q2 2025, closing a stake of 24,029 shares — an estimated $2.12M sold.

Carrera Capital Advisors first reported a position in HQY in Q3 2024 and held it in 3 quarters. The position peaked at $2.17M in Q4 2024. 486 funds tracked by Wall St. Rank hold HQY as of Q2 2025.

  • Carrera Capital Advisors reported no remaining HealthEquity position as of Q2 2025 after selling out during the quarter.
  • Carrera Capital Advisors sold 24,029 HealthEquity shares in Q2 2025, an estimated $2.12M.
  • Carrera Capital Advisors first reported a position in HealthEquity in Q3 2024 and held it in 3 quarters.
  • Carrera Capital Advisors's HealthEquity position peaked at $2.17M in Q4 2024.
  • 486 funds tracked by Wall St. Rank held HealthEquity as of Q2 2025.

Based on Carrera Capital Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.