HIA
HQY icon

Harbor Investment Advisory’s HealthEquity HQY Stock Holding History

Harbor Investment Advisory’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 		$75.5K Buy
+836
New +$70.9K 0.01% 642
2026
Q1 		– Sell
-493
Closed -$45.2K – 1287
2025
Q4 		$45.2K Sell
493
-215
-30% -$20.6K ﹤0.01% 679
2025
Q3 		$67.1K Sell
708
-219
-24% -$20.6K 0.01% 580
2025
Q2 		$97.1K Hold
927
– – 0.01% 495
2025
Q1 		$81.9K Hold
927
– – 0.01% 516
2024
Q4 		$88.9K Hold
927
– – 0.01% 478
2024
Q3 		$75.9K Hold
927
– – 0.01% 515
2024
Q2 		$79.9K Sell
927
-240
-21% -$19.4K 0.01% 491
2024
Q1 		$95.3K Hold
1,167
– – 0.01% 455
2023
Q4 		$77.4K Hold
1,167
– – 0.01% 470
2023
Q3 		$85.2K Hold
1,167
– – 0.01% 430
2023
Q2 		$73.7K Hold
1,167
– – 0.01% 588
2023
Q1 		$68.5K Hold
1,167
– – 0.01% 614
2022
Q4 		$71.9K Sell
1,167
-196
-14% -$13.2K 0.01% 578
2022
Q3 		$92K Hold
1,363
– – 0.02% 494
2022
Q2 		$84K Sell
1,363
-245
-15% -$15.7K 0.01% 547
2022
Q1 		$108K Buy
1,608
+102
+7% +$5.51K 0.01% 516
2021
Q4 		$67K Sell
1,506
-409
-21% -$23.8K 0.01% 657
2021
Q3 		$124K Buy
1,915
+1,315
+219% +$91.3K 0.02% 474
2021
Q2 		$48K Buy
600
+400
+200% +$30.5K 0.01% 716
2021
Q1 		$14K Buy
+200
New +$15.7K ﹤0.01% 924
2020
Q4 		– Sell
-500
Closed -$26K – 1216
2020
Q3 		$26K Sell
500
-2,070
-81% -$114K 0.01% 669
2020
Q2 		$151K Sell
2,570
-50
-2% -$2.77K 0.03% 299
2020
Q1 		$133K Hold
2,620
– – 0.04% 276
2019
Q4 		$194K Buy
+2,620
New +$163K 0.04% 251

Other funds holding HQY

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Harbor Investment Advisory's HQY Position: Q2 2026 in Review

Harbor Investment Advisory opened a new position in HealthEquity (HQY) in Q2 2026: 836 shares worth $75.5K. The stake represents 0.01% of the portfolio and ranks #642 among its holdings. This is a return to the name: Harbor Investment Advisory previously reported a position in HQY as recently as Q4 2025.

Harbor Investment Advisory first reported a position in HQY in Q4 2019 and has held it in 25 quarters since. The position peaked at $194K in Q4 2019. 117 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Harbor Investment Advisory held 836 shares of HealthEquity worth $75.5K as of Q2 2026.
  • HealthEquity was a new Harbor Investment Advisory position in Q2 2026.
  • HealthEquity made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #642 holding.
  • Harbor Investment Advisory first reported a position in HealthEquity in Q4 2019 and has held it in 25 quarters since.
  • Harbor Investment Advisory's HealthEquity position peaked at $194K in Q4 2019.
  • 117 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.