HCA
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Harbor Capital Advisors’s HealthEquity HQY Stock Holding History

Harbor Capital 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 		$12K Sell
128
-3
-2% -$254 ﹤0.01% 960
2026
Q1 		$11K Sell
131
-17,613
-99% -$1.45M ﹤0.01% 952
2025
Q4 		$1.63M Buy
17,744
+1,723
+11% +$165K 0.13% 225
2025
Q3 		$1.52M Sell
16,021
-32,610
-67% -$3.07M 0.12% 232
2025
Q2 		$5.09M Buy
48,631
+9,701
+25% +$920K 0.21% 153
2025
Q1 		$3.44M Buy
38,930
+38,885
+86,411% +$3.99M 0.16% 203
2024
Q4 		$4K Sell
45
-1
-2% -$93 ﹤0.01% 1182
2024
Q3 		$4K Buy
+46
New +$3.55K ﹤0.01% 1164

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 $3.38T AUM 44.17% 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

Harbor Capital Advisors's HQY Position: Q2 2026 in Review

Harbor Capital Advisors reduced its HealthEquity (HQY) stake by 2.3% in Q2 2026, selling an estimated $254 and leaving 128 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Harbor Capital Advisors first reported a position in HQY in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.09M in Q2 2025. 501 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Harbor Capital Advisors held 128 shares of HealthEquity worth $12K as of Q2 2026.
  • Harbor Capital Advisors sold 3 HealthEquity shares in Q2 2026, an estimated $254.
  • HealthEquity made up ﹤0.01% of Harbor Capital Advisors's portfolio in Q2 2026, its #960 holding.
  • Harbor Capital Advisors first reported a position in HealthEquity in Q3 2024 and has held it in 8 quarters since.
  • Harbor Capital Advisors's HealthEquity position peaked at $5.09M in Q2 2025.
  • 501 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Harbor Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.