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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 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. 73 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.
73 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.