FHA
HQY icon

Flagship Harbor Advisors’s HealthEquity HQY Stock Holding History

Flagship Harbor 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
Q1 		– Sell
-31
Closed -$2.84K – 1371
2025
Q4 		$2.84K Buy
+31
New +$2.97K ﹤0.01% 1777
2020
Q3 		– Sell
-129
Closed -$7K – 2027
2020
Q2 		$7K Buy
+129
New +$7.13K ﹤0.01% 1472
2018
Q4 		– Sell
-147
Closed -$14K – 1958
2018
Q3 		$14K Hold
147
– – ﹤0.01% 1263
2018
Q2 		$11K Buy
+147
New +$10.6K ﹤0.01% 1326

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
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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Flagship Harbor Advisors's HQY Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 31 shares — an estimated $2.84K sold.

Flagship Harbor Advisors first reported a position in HQY in Q2 2018 and held it in 4 quarters. The position peaked at $14K in Q3 2018. 487 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 31 HealthEquity shares in Q1 2026, an estimated $2.84K.
  • Flagship Harbor Advisors first reported a position in HealthEquity in Q2 2018 and held it in 4 quarters.
  • Flagship Harbor Advisors's HealthEquity position peaked at $14K in Q3 2018.
  • 487 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.