AWM
HQH

AE Wealth Management’s abrdn Healthcare Investors HQH Stock Holding History

AE Wealth 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
Q2 		$919K Sell
41,797
-5,952
-12% -$117K ﹤0.01% 949
2026
Q1 		$849K Buy
47,749
+3,807
+9% +$72K ﹤0.01% 889
2025
Q4 		$832K Sell
43,942
-3,269
-7% -$61.7K ﹤0.01% 855
2025
Q3 		$872K Buy
47,211
+74
+0.2% +$1.21K 0.01% 789
2025
Q2 		$730K Buy
47,137
+353
+0.8% +$5.47K 0.01% 804
2025
Q1 		$760K Sell
46,784
-355
-0.8% -$6.1K 0.01% 789
2024
Q4 		$757K Buy
47,139
+1,867
+4% +$33.1K 0.01% 774
2024
Q3 		$843K Sell
45,272
-1,661
-4% -$31K 0.01% 741
2024
Q2 		$819K Buy
46,933
+217
+0.5% +$3.62K 0.01% 753
2024
Q1 		$788K Buy
46,716
+1,443
+3% +$24.6K 0.01% 707
2023
Q4 		$768K Buy
45,273
+12,260
+37% +$188K ﹤0.01% 1253
2023
Q3 		$513K Buy
33,013
+3,571
+12% +$59.6K ﹤0.01% 1367
2023
Q2 		$502K Buy
29,442
+3,701
+14% +$64.2K ﹤0.01% 1397
2023
Q1 		$454K Buy
25,741
+5,987
+30% +$109K ﹤0.01% 1391
2022
Q4 		$356K Buy
19,754
+1,009
+5% +$18.7K ﹤0.01% 1437
2022
Q3 		$324K Buy
18,745
+2,496
+15% +$47.7K ﹤0.01% 1443
2022
Q2 		$304K Sell
16,249
-19,013
-54% -$376K ﹤0.01% 1433
2022
Q1 		$732K Buy
35,262
+1,418
+4% +$30.1K 0.01% 1048
2021
Q4 		$804K Buy
33,844
+16,417
+94% +$409K 0.01% 1034
2021
Q3 		$446K Sell
17,427
-776
-4% -$20.4K ﹤0.01% 1213
2021
Q2 		$468K Sell
18,203
-466
-2% -$11.5K ﹤0.01% 1162
2021
Q1 		$456K Sell
18,669
-5,114
-22% -$125K ﹤0.01% 1067
2020
Q4 		$567K Buy
23,783
+655
+3% +$14.2K 0.01% 915
2020
Q3 		$477K Sell
23,128
-34,799
-60% -$735K 0.01% 893
2020
Q2 		$1.24M Buy
57,927
+2,491
+4% +$50.8K 0.02% 550
2020
Q1 		$987K Sell
55,436
-34,180
-38% -$674K 0.02% 492
2019
Q4 		$1.87M Buy
89,616
+26,454
+42% +$524K 0.04% 361
2019
Q3 		$1.16M Buy
63,162
+11,382
+22% +$219K 0.03% 411
2019
Q2 		$1.04M Buy
+51,780
New +$1.02M 0.03% 403

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AE Wealth Management's HQH Position: Q2 2026 in Review

AE Wealth Management reduced its abrdn Healthcare Investors (HQH) stake by 12% in Q2 2026, selling an estimated $117K and leaving 41,797 shares worth $919K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

AE Wealth Management first reported a position in HQH in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.87M in Q4 2019. 125 funds tracked by Wall St. Rank hold HQH as of Q2 2026.

  • AE Wealth Management held 41,797 shares of abrdn Healthcare Investors worth $919K as of Q2 2026.
  • AE Wealth Management sold 5,952 abrdn Healthcare Investors shares in Q2 2026, an estimated $117K.
  • abrdn Healthcare Investors made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #949 holding.
  • AE Wealth Management first reported a position in abrdn Healthcare Investors in Q2 2019 and has held it in 29 quarters since.
  • AE Wealth Management's abrdn Healthcare Investors position peaked at $1.87M in Q4 2019.
  • 125 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.