City Center Advisors LLC’s HealthEquity HQY Stock Holding History

City Center Advisors LLC’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	-3,502	Closed	-$293K	–	179
2026 Q1	$293K	Buy	3,502 +179	+5%	+$14.7K	0.27%	113
2025 Q4	$304K	Buy	3,323 +717	+28%	+$68.6K	0.28%	113
2025 Q3	$247K	Buy	+2,606	New	+$245K	0.24%	129
2025 Q2	–	Sell	-2,836	Closed	-$251K	–	177
2025 Q1	$251K	Sell	2,836 -990	-26%	-$102K	0.29%	120
2024 Q4	$367K	Sell	3,826 -98	-2%	-$9.13K	0.41%	84
2024 Q3	$321K	Buy	3,924 +37	+1%	+$2.85K	0.36%	106
2024 Q2	$317K	Hold	3,887	–	–	0.37%	105
2024 Q1	$317K	Buy	+3,887	New	+$303K	0.37%	105

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

City Center Advisors LLC's HQY Position: Q2 2026 in Review

City Center Advisors LLC sold out of HealthEquity (HQY) in Q2 2026, closing a stake of 3,502 shares — an estimated $293K sold.

City Center Advisors LLC first reported a position in HQY in Q1 2024 and held it in 8 quarters. The position peaked at $367K in Q4 2024. 496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

City Center Advisors LLC reported no remaining HealthEquity position as of Q2 2026 after selling out during the quarter.
City Center Advisors LLC sold 3,502 HealthEquity shares in Q2 2026, an estimated $293K.
City Center Advisors LLC first reported a position in HealthEquity in Q1 2024 and held it in 8 quarters.
City Center Advisors LLC's HealthEquity position peaked at $367K in Q4 2024.
496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on City Center Advisors LLC's 13F filing for Q2 2026, filed 7 Jul 2026.