FHA
HQY icon

First Horizon Advisors’s HealthEquity HQY Stock Holding History

First Horizon 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
2025
Q2 		$111K Sell
1,064
-18
-2% -$1.71K ﹤0.01% 679
2025
Q1 		$95.6K Sell
1,082
-33
-3% -$3.38K ﹤0.01% 687
2024
Q4 		$107K Buy
1,115
+375
+51% +$34.9K ﹤0.01% 671
2024
Q3 		$60.6K Hold
740
– – ﹤0.01% 901
2024
Q2 		$63.8K Sell
740
-109
-13% -$8.81K ﹤0.01% 827
2024
Q1 		$69.3K Sell
849
-3
-0.4% -$234 ﹤0.01% 811
2023
Q4 		$56.5K Sell
852
-225
-21% -$15.6K ﹤0.01% 875
2023
Q3 		$78.7K Buy
1,077
+136
+14% +$9.19K ﹤0.01% 698
2023
Q2 		$59.4K Buy
941
+40
+4% +$2.32K ﹤0.01% 815
2023
Q1 		$52.9K Buy
901
+63
+8% +$3.83K ﹤0.01% 858
2022
Q4 		$51.7K Sell
838
-216
-20% -$14.5K ﹤0.01% 844
2022
Q3 		$71K Sell
1,054
-148
-12% -$9.37K ﹤0.01% 717
2022
Q2 		$73K Buy
1,202
+1,052
+701% +$67.4K ﹤0.01% 791
2022
Q1 		$10K Sell
150
-310
-67% -$16.7K ﹤0.01% 1095
2021
Q4 		$20K Sell
460
-173
-27% -$10.1K ﹤0.01% 1277
2021
Q3 		$40K Sell
633
-203
-24% -$14.1K ﹤0.01% 997
2021
Q2 		$67K Sell
836
-106
-11% -$8.08K ﹤0.01% 674
2021
Q1 		$64K Hold
942
– – ﹤0.01% 650
2020
Q4 		$65K Sell
942
-100
-10% -$6.22K ﹤0.01% 523
2020
Q3 		$53K Buy
1,042
+90
+9% +$4.94K ﹤0.01% 528
2020
Q2 		$55K Buy
952
+103
+12% +$5.7K ﹤0.01% 498
2020
Q1 		$42K Buy
849
+310
+58% +$20.6K ﹤0.01% 522
2019
Q4 		$39K Hold
539
– – ﹤0.01% 633
2019
Q3 		$30K Buy
539
+112
+26% +$7.43K ﹤0.01% 703
2019
Q2 		$27K Buy
+427
New +$29.7K ﹤0.01% 766

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Horizon Advisors's HQY Position: Q2 2025 in Review

First Horizon Advisors reduced its HealthEquity (HQY) stake by 1.7% in Q2 2025, selling an estimated $1.71K and leaving 1,064 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

First Horizon Advisors first reported a position in HQY in Q2 2019 and has held it in 25 quarters since. 486 funds tracked by Wall St. Rank hold HQY as of Q2 2025.

  • First Horizon Advisors held 1,064 shares of HealthEquity worth $111K as of Q2 2025.
  • First Horizon Advisors sold 18 HealthEquity shares in Q2 2025, an estimated $1.71K.
  • HealthEquity made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #679 holding.
  • First Horizon Advisors first reported a position in HealthEquity in Q2 2019 and has held it in 25 quarters since.
  • 486 funds tracked by Wall St. Rank held HealthEquity as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.