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Fiduciary Trust’s HealthEquity HQY Stock Holding History

Fiduciary Trust’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 		$308K Buy
3,684
+25
+0.7% +$2.05K ﹤0.01% 728
2025
Q4 		$335K Sell
3,659
-10
-0.3% -$957 ﹤0.01% 682
2025
Q3 		$348K Buy
3,669
+120
+3% +$11.3K ﹤0.01% 657
2025
Q2 		$372K Sell
3,549
-225
-6% -$21.3K ﹤0.01% 616
2025
Q1 		$334K Buy
+3,774
New +$387K ﹤0.01% 632

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fiduciary Trust's HQY Position: Q1 2026 in Review

Fiduciary Trust increased its HealthEquity (HQY) stake by 0.68% in Q1 2026, buying an estimated $2.05K and bringing the position to 3,684 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Fiduciary Trust first reported a position in HQY in Q1 2025 and has held it in 5 quarters since. The position peaked at $372K in Q2 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Fiduciary Trust held 3,684 shares of HealthEquity worth $308K as of Q1 2026.
  • Fiduciary Trust bought 25 HealthEquity shares in Q1 2026, an estimated $2.05K.
  • HealthEquity made up ﹤0.01% of Fiduciary Trust's portfolio in Q1 2026, its #728 holding.
  • Fiduciary Trust first reported a position in HealthEquity in Q1 2025 and has held it in 5 quarters since.
  • Fiduciary Trust's HealthEquity position peaked at $372K in Q2 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.