Harbour Investments’s HealthEquity HQY Stock Holding History

Harbour Investments’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	-2	Closed	-$183	–	4721
2025 Q4	$183	Buy	+2	New	+$191	﹤0.01%	3686
2024 Q4	–	Sell	-19	Closed	-$1.55K	–	3533
2024 Q3	$1.55K	Buy	19 +8	+73%	+$617	﹤0.01%	2993
2024 Q2	$948	Sell	11 -38	-78%	-$3.07K	﹤0.01%	3000
2024 Q1	$4K	Buy	+49	New	+$3.83K	﹤0.01%	2580
2023 Q2	–	Sell	-50	Closed	-$2.94K	–	3071
2023 Q1	$2.94K	Hold	50	–	–	﹤0.01%	2463
2022 Q4	$3.08K	Hold	50	–	–	﹤0.01%	2394
2022 Q3	$3K	Hold	50	–	–	﹤0.01%	2321
2022 Q2	$3K	Buy	+50	New	+$3.2K	﹤0.01%	2321
2021 Q4	$2K	Sell	50 -7	-12%	-$408	﹤0.01%	2401
2021 Q3	$4K	Sell	57 -113	-66%	-$7.85K	﹤0.01%	3072
2021 Q2	$14K	Buy	170 +2	+1%	+$152	﹤0.01%	2542
2021 Q1	$11K	Buy	+168	New	+$13.2K	﹤0.01%	2555

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Harbour Investments's HQY Position: Q1 2026 in Review

Harbour Investments sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 2 shares — an estimated $183 sold.

Harbour Investments first reported a position in HQY in Q1 2021 and held it in 12 quarters. The position peaked at $14K in Q2 2021. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

Harbour Investments reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
Harbour Investments sold 2 HealthEquity shares in Q1 2026, an estimated $183.
Harbour Investments first reported a position in HealthEquity in Q1 2021 and held it in 12 quarters.
Harbour Investments's HealthEquity position peaked at $14K in Q2 2021.
485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.