Fifth Third Wealth Advisors’s HealthEquity HQY Stock Holding History

Fifth Third Wealth Advisors’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	$261K	Buy	2,893 +21	+0.7%	+$1.78K	0.01%	788
2026 Q1	$240K	Buy	2,872 +116	+4%	+$9.52K	0.01%	696
2025 Q4	$252K	Buy	2,756 +6	+0.2%	+$574	0.01%	654
2025 Q3	$261K	Sell	2,750 -50	-2%	-$4.71K	0.01%	615
2025 Q2	$293K	Buy	2,800 +7	+0.3%	+$664	0.01%	537
2025 Q1	$247K	Sell	2,793 -17	-0.6%	-$1.74K	0.01%	576
2024 Q4	$270K	Sell	2,810 -109	-4%	-$10.2K	0.01%	538
2024 Q3	$239K	Buy	2,919 +157	+6%	+$12.1K	0.01%	565
2024 Q2	$238K	Buy	+2,762	New	+$223K	0.02%	520

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fifth Third Wealth Advisors's HQY Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its HealthEquity (HQY) stake by 0.73% in Q2 2026, buying an estimated $1.78K and bringing the position to 2,893 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #788.

Fifth Third Wealth Advisors first reported a position in HQY in Q2 2024 and has held it in 9 quarters since. The position peaked at $293K in Q2 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Fifth Third Wealth Advisors held 2,893 shares of HealthEquity worth $261K as of Q2 2026.
Fifth Third Wealth Advisors bought 21 HealthEquity shares in Q2 2026, an estimated $1.78K.
HealthEquity made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #788 holding.
Fifth Third Wealth Advisors first reported a position in HealthEquity in Q2 2024 and has held it in 9 quarters since.
Fifth Third Wealth Advisors's HealthEquity position peaked at $293K in Q2 2025.
500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.