Harbor Capital Apprecia-InstHACAX
13F holders, Q2 2026 (June 30)2holders
1new positions
1sold out
$122.17avg. 13F price*
At the end of Q2 2026, 2 institutions reported holding Harbor Capital Apprecia-Inst (HACAX) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were Moody LYNN Lieberson & Walker, LLC ($341K) and Wealthspire Advisors, LLC ($245K).
- Company
- Harbor Capital Apprecia-Inst
- CUSIP
- 411511504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $245K |
| Exits | 1 | $2.0M |
All 13F filers, Q1 2026 → Q2 2026: 2,009 shares bought and 18,878 shares sold, net −16,869 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 2,790 | $341K |
| Wealthspire Advisors, LLC | 0.00% | New | 2,009 | $245K |
"% of holder's portfolio" is HACAX's weight in each manager's 13F, not the share of Harbor Capital Apprecia-Inst the manager owns.