FT
HQY icon

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
Q2 		$420K Buy
4,645
+961
+26% +$81.5K ﹤0.01% 650
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 $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 $3.37T AUM 44.26% 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

Fiduciary Trust's HQY Position: Q2 2026 in Review

Fiduciary Trust increased its HealthEquity (HQY) stake by 26% in Q2 2026, buying an estimated $81.5K and bringing the position to 4,645 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Fiduciary Trust first reported a position in HQY in Q1 2025 and has held it in 6 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Fiduciary Trust held 4,645 shares of HealthEquity worth $420K as of Q2 2026.
  • Fiduciary Trust bought 961 HealthEquity shares in Q2 2026, an estimated $81.5K.
  • HealthEquity made up ﹤0.01% of Fiduciary Trust's portfolio in Q2 2026, its #650 holding.
  • Fiduciary Trust first reported a position in HealthEquity in Q1 2025 and has held it in 6 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.