Washington Trust Advisors’s HealthEquity HQY Stock Holding History

Washington Trust 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 Q4	–	Sell	-93	Closed	-$8.81K	–	630
2025 Q3	$8.81K	Hold	93	–	–	﹤0.01%	541
2025 Q2	$9.74K	Hold	93	–	–	﹤0.01%	479
2025 Q1	$8.22K	Hold	93	–	–	﹤0.01%	492
2024 Q4	$8.92K	Sell	93 -50	-35%	-$4.66K	﹤0.01%	491
2024 Q3	$11.7K	Hold	143	–	–	﹤0.01%	460
2024 Q2	$12.3K	Hold	143	–	–	﹤0.01%	443
2024 Q1	$11.7K	Hold	143	–	–	﹤0.01%	457
2023 Q4	$9.48K	Hold	143	–	–	﹤0.01%	484
2023 Q3	$10.4K	Hold	143	–	–	﹤0.01%	455
2023 Q2	$9.03K	Hold	143	–	–	﹤0.01%	475
2023 Q1	$8.4K	Hold	143	–	–	﹤0.01%	526
2022 Q4	$8.81K	Buy	143 +17	+13%	+$1.14K	﹤0.01%	517
2022 Q3	$8K	Hold	126	–	–	﹤0.01%	635
2022 Q2	$8K	Hold	126	–	–	﹤0.01%	663
2022 Q1	$8K	Hold	126	–	–	﹤0.01%	737
2021 Q4	$6K	Buy	+126	New	+$7.34K	﹤0.01%	819

Other funds holding HQY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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

Washington Trust Advisors's HQY Position: Q4 2025 in Review

Washington Trust Advisors sold out of HealthEquity (HQY) in Q4 2025, closing a stake of 93 shares — an estimated $8.81K sold.

Washington Trust Advisors first reported a position in HQY in Q4 2021 and held it in 16 quarters. The position peaked at $12.3K in Q2 2024. 512 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

Washington Trust Advisors reported no remaining HealthEquity position as of Q4 2025 after selling out during the quarter.
Washington Trust Advisors sold 93 HealthEquity shares in Q4 2025, an estimated $8.81K.
Washington Trust Advisors first reported a position in HealthEquity in Q4 2021 and held it in 16 quarters.
Washington Trust Advisors's HealthEquity position peaked at $12.3K in Q2 2024.
512 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on Washington Trust Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.