CoreCap Advisors’s HealthEquity HQY Stock Holding History

CoreCap 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
2026 Q3	$27.8K	Sell	314 -2	-0.6%	-$196	﹤0.01%	1653
2026 Q2	$28.5K	Buy	316 +88	+39%	+$7.46K	﹤0.01%	1652
2026 Q1	$19.1K	Buy	228 +33	+17%	+$2.71K	﹤0.01%	1685
2025 Q4	$17.9K	Hold	195	–	–	﹤0.01%	1724
2025 Q3	$18.5K	Buy	195 +104	+114%	+$9.8K	﹤0.01%	1699
2025 Q2	$9.5K	Buy	+91	New	+$8.63K	﹤0.01%	1889
2024 Q3	–	Sell	-200	Closed	-$17.2K	–	2683
2024 Q2	$17.2K	Buy	200 +194	+3,233%	+$15.7K	﹤0.01%	949
2024 Q1	$490	Buy	+6	New	+$468	﹤0.01%	2336

Other funds holding HQY

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

CoreCap Advisors's HQY Position: Q3 2026 in Review

CoreCap Advisors reduced its HealthEquity (HQY) stake by 0.63% in Q3 2026, selling an estimated $196 and leaving 314 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1653.

CoreCap Advisors first reported a position in HQY in Q1 2024 and has held it in 8 quarters since. The position peaked at $28.5K in Q2 2026. 99 funds tracked by Wall St. Rank hold HQY as of Q3 2026.

CoreCap Advisors held 314 shares of HealthEquity worth $27.8K as of Q3 2026.
CoreCap Advisors sold 2 HealthEquity shares in Q3 2026, an estimated $196.
HealthEquity made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1653 holding.
CoreCap Advisors first reported a position in HealthEquity in Q1 2024 and has held it in 8 quarters since.
CoreCap Advisors's HealthEquity position peaked at $28.5K in Q2 2026.
99 funds tracked by Wall St. Rank held HealthEquity as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.