Bay Harbor Wealth Management’s HealthEquity HQY Stock Holding History

Bay Harbor Wealth Management’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	$1.17K	Hold	13	–	–	﹤0.01%	805
2026 Q1	$1.09K	Buy	13 +6	+86%	+$492	﹤0.01%	746
2025 Q4	$641	Buy	7 +3	+75%	+$287	﹤0.01%	768
2025 Q3	$379	Hold	4	–	–	﹤0.01%	823
2025 Q2	$419	Buy	4 +2	+100%	+$190	﹤0.01%	699
2025 Q1	$176	Buy	+2	New	+$205	﹤0.01%	713

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

Bay Harbor Wealth Management's HQY Position: Q2 2026 in Review

Bay Harbor Wealth Management held its HealthEquity (HQY) position steady in Q2 2026 at 13 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Bay Harbor Wealth Management first reported a position in HQY in Q1 2025 and has held it in 6 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Bay Harbor Wealth Management held 13 shares of HealthEquity worth $1.17K as of Q2 2026.
Bay Harbor Wealth Management left its HealthEquity share count unchanged in Q2 2026.
HealthEquity made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #805 holding.
Bay Harbor Wealth Management first reported a position in HealthEquity in Q1 2025 and has held it in 6 quarters since.
500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.