AF
HQH

Abound Financial’s abrdn Healthcare Investors HQH Stock Holding History

Abound Financial’s Portfolio HQH Stock Details HQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.77K Sell
268
-7,214
-96% -$136K ﹤0.01% 238
2025
Q4 		$142K Buy
+7,482
New +$141K 0.05% 72

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $395M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Abound Financial's HQH Position: Q1 2026 in Review

Abound Financial reduced its abrdn Healthcare Investors (HQH) stake by 96% in Q1 2026, selling an estimated $136K and leaving 268 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Abound Financial first reported a position in HQH in Q4 2025 and has held it in 2 quarters since. The position peaked at $142K in Q4 2025. 128 funds tracked by Wall St. Rank hold HQH as of Q1 2026.

  • Abound Financial held 268 shares of abrdn Healthcare Investors worth $4.77K as of Q1 2026.
  • Abound Financial sold 7,214 abrdn Healthcare Investors shares in Q1 2026, an estimated $136K.
  • abrdn Healthcare Investors made up ﹤0.01% of Abound Financial's portfolio in Q1 2026, its #238 holding.
  • Abound Financial first reported a position in abrdn Healthcare Investors in Q4 2025 and has held it in 2 quarters since.
  • Abound Financial's abrdn Healthcare Investors position peaked at $142K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.