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Livermore
Livermore
ZHEN

HC Advisors, LLC

SEC CIK
0001803295
Latest filing
Aug 7, 2026

HQY holding history

Healthequity, Inc. in every 13F filed by HC Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HQY overviewAll 13F holders of HQYFull Q2 2026 holdings

Shares (Q2 2026)
8,690
Value
$784.9K
% of portfolio
0.5%
Quarters held
18
Since Q1 2022
Holdings of HQY by HC Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,690$784.9K0.5%00.0%UnchangedHolders
Q1 20268,690$726.2K0.5%−190−2.1%ReducedHolders
Q4 20258,880$813.5K0.6%00.0%UnchangedHolders
Q3 20258,880$841.6K0.6%00.0%UnchangedHolders
Q2 20258,880$930.3K0.7%00.0%UnchangedHolders
Q1 20258,880$784.7K0.6%−150−1.7%ReducedHolders
Q4 20249,030$866.4K0.7%−2,604−22.4%ReducedHolders
Q3 202411,634$952.2K0.8%−139−1.2%ReducedHolders
Q2 202411,773$1.01M0.9%−176−1.5%ReducedHolders
Q1 202411,949$975.4K0.5%−171−1.4%ReducedHolders
Q4 202312,120$803.6K0.5%00.0%UnchangedHolders
Q3 202312,120$885.4K0.5%+25+0.2%AddedHolders
Q2 202312,095$763.7K0.4%00.0%UnchangedHolders
Q1 202312,095$710.1K0.4%00.0%UnchangedHolders
Q4 202212,095$745.5K0.5%00.0%UnchangedHolders
Q3 202212,095$812.0K0.6%00.0%UnchangedHolders
Q2 202212,095$743.0K0.5%−200−1.6%ReducedHolders
Q1 202212,295$829.0K0.5%+12,295NewHolders