AAM
HQH

Advisors Asset Management’s abrdn Healthcare Investors HQH Stock Holding History

Advisors Asset Management’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 		$10.3M Buy
577,239
+113,872
+25% +$2.15M 0.17% 147
2025
Q4 		$8.78M Buy
463,367
+100,347
+28% +$1.9M 0.15% 168
2025
Q3 		$6.7M Buy
363,020
+11,661
+3% +$190K 0.11% 236
2025
Q2 		$5.44M Buy
351,359
+86,924
+33% +$1.35M 0.1% 277
2025
Q1 		$4.29M Buy
264,435
+56,638
+27% +$973K 0.08% 325
2024
Q4 		$3.34M Buy
207,797
+29,977
+17% +$532K 0.06% 427
2024
Q3 		$3.31M Buy
177,820
+47,518
+36% +$886K 0.06% 416
2024
Q2 		$2.28M Buy
130,302
+3,207
+3% +$53.6K 0.04% 508
2024
Q1 		$2.14M Sell
127,095
-18,803
-13% -$320K 0.04% 532
2023
Q4 		$2.42M Buy
145,898
+2,653
+2% +$40.8K 0.05% 467
2023
Q3 		$2.23M Sell
143,245
-74
-0.1% -$1.24K 0.05% 477
2023
Q2 		$2.44M Buy
143,319
+9,094
+7% +$158K 0.05% 450
2023
Q1 		$2.37M Buy
134,225
+69,632
+108% +$1.27M 0.05% 466
2022
Q4 		$1.16M Buy
64,593
+35,542
+122% +$658K 0.02% 688
2022
Q3 		$502K Buy
29,051
+2,539
+10% +$48.5K 0.01% 926
2022
Q2 		$496K Sell
26,512
-5,210
-16% -$103K 0.01% 946
2022
Q1 		$659K Sell
31,722
-7,195
-18% -$153K 0.01% 927
2021
Q4 		$925K Sell
38,917
-41,624
-52% -$1.04M 0.01% 845
2021
Q3 		$2.06M Sell
80,541
-21,745
-21% -$572K 0.03% 583
2021
Q2 		$2.63M Sell
102,286
-12,882
-11% -$318K 0.04% 505
2021
Q1 		$2.81M Sell
115,168
-54,745
-32% -$1.33M 0.04% 452
2020
Q4 		$4.05M Sell
169,913
-33,826
-17% -$735K 0.07% 291
2020
Q3 		$4.2M Sell
203,739
-59,983
-23% -$1.27M 0.08% 248
2020
Q2 		$5.63M Sell
263,722
-26,776
-9% -$546K 0.11% 180
2020
Q1 		$5.17M Sell
290,498
-23,710
-8% -$468K 0.12% 167
2019
Q4 		$6.56M Buy
314,208
+3,473
+1% +$68.8K 0.12% 205
2019
Q3 		$5.7M Buy
310,735
+21,259
+7% +$410K 0.11% 234
2019
Q2 		$5.81M Buy
289,476
+24,818
+9% +$490K 0.1% 231
2019
Q1 		$5.44M Buy
264,658
+58,134
+28% +$1.19M 0.1% 239
2018
Q4 		$3.71M Buy
206,524
+66,599
+48% +$1.36M 0.07% 312
2018
Q3 		$3.24M Buy
139,925
+71,753
+105% +$1.62M 0.05% 407
2018
Q2 		$1.47M Buy
68,172
+36,840
+118% +$784K 0.02% 703
2018
Q1 		$699K Buy
31,332
+23,064
+279% +$531K 0.01% 964
2017
Q4 		$186K Buy
+8,268
New +$193K ﹤0.01% 1259
2017
Q2 		– Sell
-19,661
Closed -$473K – 1581
2017
Q1 		$473K Sell
19,661
-3,096
-14% -$72.7K 0.01% 1119
2016
Q4 		$481K Sell
22,757
-762
-3% -$17K 0.01% 1128
2016
Q3 		$560K Sell
23,519
-14,569
-38% -$366K 0.01% 1057
2016
Q2 		$892K Sell
38,088
-45,994
-55% -$1.14M 0.01% 919
2016
Q1 		$2.02M Buy
84,082
+18,155
+28% +$432K 0.03% 631
2015
Q4 		$1.96M Sell
65,927
-6,113
-8% -$189K 0.03% 661
2015
Q3 		$1.99M Sell
72,040
-24,862
-26% -$846K 0.03% 631
2015
Q2 		$3.37M Buy
+96,902
New +$3.36M 0.05% 507
2014
Q4 		– Sell
-325,740
Closed -$9.05M – 1797
2014
Q3 		$9.05M Sell
325,740
-86,872
-21% -$2.35M 0.12% 213
2014
Q2 		$10.6M Sell
412,612
-133,671
-24% -$3.48M 0.15% 184
2014
Q1 		$14.5M Sell
546,283
-92,291
-14% -$2.57M 0.22% 117
2013
Q4 		$16.8M Sell
638,574
-55,871
-8% -$1.37M 0.27% 103
2013
Q3 		$16.3M Buy
694,445
+18,597
+3% +$439K 0.29% 91
2013
Q2 		$15.2M Buy
+675,848
New +$14.4M 0.29% 98

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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Advisors Asset Management's HQH Position: Q1 2026 in Review

Advisors Asset Management increased its abrdn Healthcare Investors (HQH) stake by 25% in Q1 2026, buying an estimated $2.15M and bringing the position to 577,239 shares worth $10.3M. The position accounts for 0.17% of the portfolio, ranked #147.

Advisors Asset Management first reported a position in HQH in Q2 2013 and has held it in 48 quarters since. The position peaked at $16.8M in Q4 2013. 128 funds tracked by Wall St. Rank hold HQH as of Q1 2026.

  • Advisors Asset Management held 577,239 shares of abrdn Healthcare Investors worth $10.3M as of Q1 2026.
  • Advisors Asset Management bought 113,872 abrdn Healthcare Investors shares in Q1 2026, an estimated $2.15M.
  • abrdn Healthcare Investors made up 0.17% of Advisors Asset Management's portfolio in Q1 2026, its #147 holding.
  • Advisors Asset Management first reported a position in abrdn Healthcare Investors in Q2 2013 and has held it in 48 quarters since.
  • Advisors Asset Management's abrdn Healthcare Investors position peaked at $16.8M in Q4 2013.
  • 128 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.