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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
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% +$9.79K ﹤0.01% 1699
2025
Q2 		$9.53K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

CoreCap Advisors's HQY Position: Q2 2026 in Review

CoreCap Advisors increased its HealthEquity (HQY) stake by 39% in Q2 2026, buying an estimated $7.46K and bringing the position to 316 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1652.

CoreCap Advisors first reported a position in HQY in Q1 2024 and has held it in 7 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • CoreCap Advisors held 316 shares of HealthEquity worth $28.5K as of Q2 2026.
  • CoreCap Advisors bought 88 HealthEquity shares in Q2 2026, an estimated $7.46K.
  • HealthEquity made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1652 holding.
  • CoreCap Advisors first reported a position in HealthEquity in Q1 2024 and has held it in 7 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.