Truist Financial
HQY icon

Truist Financial’s HealthEquity HQY Stock Holding History

Truist Financial’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 		– Sell
-2,537
Closed -$232K – 2856
2025
Q4 		$232K Buy
2,537
+119
+5% +$11.4K ﹤0.01% 2503
2025
Q3 		$229K Sell
2,418
-172
-7% -$16.2K ﹤0.01% 2477
2025
Q2 		$271K Buy
2,590
+52
+2% +$4.93K ﹤0.01% 2270
2025
Q1 		$224K Buy
+2,538
New +$260K ﹤0.01% 2307
2024
Q3 		– Sell
-2,864
Closed -$247K – 2598
2024
Q2 		$247K Buy
2,864
+188
+7% +$15.2K ﹤0.01% 2398
2024
Q1 		$218K Buy
+2,676
New +$209K ﹤0.01% 2448
2023
Q4 		– Sell
-5,588
Closed -$408K – 2674
2023
Q3 		$408K Buy
+5,588
New +$378K ﹤0.01% 2029
2023
Q1 		– Sell
-22,963
Closed -$1.42M – 2618
2022
Q4 		$1.42M Sell
22,963
-2,341
-9% -$157K ﹤0.01% 1386
2022
Q3 		$1.7M Sell
25,304
-1,101
-4% -$69.7K ﹤0.01% 1271
2022
Q2 		$1.62M Sell
26,405
-274
-1% -$17.6K ﹤0.01% 1324
2022
Q1 		$1.8M Buy
26,679
+7,197
+37% +$389K ﹤0.01% 1336
2021
Q4 		$862K Buy
19,482
+9,575
+97% +$558K ﹤0.01% 1714
2021
Q3 		$642K Buy
9,907
+193
+2% +$13.4K ﹤0.01% 1865
2021
Q2 		$782K Buy
9,714
+5,267
+118% +$401K ﹤0.01% 1781
2021
Q1 		$303K Buy
4,447
+789
+22% +$62K ﹤0.01% 2279
2020
Q4 		$255K Sell
3,658
-1,695
-32% -$105K ﹤0.01% 2256
2020
Q3 		$274K Sell
5,353
-3,166
-37% -$174K ﹤0.01% 2080
2020
Q2 		$500K Sell
8,519
-5,883
-41% -$325K ﹤0.01% 1622
2020
Q1 		$730K Sell
14,402
-1,983
-12% -$132K ﹤0.01% 1386
2019
Q4 		$1.21M Buy
+16,385
New +$1.02M ﹤0.01% 1360

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

Truist Financial's HQY Position: Q1 2026 in Review

Truist Financial sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 2,537 shares — an estimated $232K sold.

Truist Financial first reported a position in HQY in Q4 2019 and held it in 20 quarters. The position peaked at $1.8M in Q1 2022. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Truist Financial reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Truist Financial sold 2,537 HealthEquity shares in Q1 2026, an estimated $232K.
  • Truist Financial first reported a position in HealthEquity in Q4 2019 and held it in 20 quarters.
  • Truist Financial's HealthEquity position peaked at $1.8M in Q1 2022.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.