AF
HQH

Allworth Financial’s abrdn Healthcare Investors HQH Stock Holding History

Allworth 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
Q2 		$251K Buy
11,423
+272
+2% +$5.36K ﹤0.01% 1359
2026
Q1 		$198K Buy
11,151
+1,381
+14% +$26.1K ﹤0.01% 1405
2025
Q4 		$185K Buy
9,770
+341
+4% +$6.44K ﹤0.01% 1379
2025
Q3 		$174K Buy
9,429
+250
+3% +$4.08K ﹤0.01% 1370
2025
Q2 		$142K Buy
9,179
+9,162
+53,894% +$142K ﹤0.01% 1344
2025
Q1 		$279 Sell
17
-1,076
-98% -$18.5K ﹤0.01% 3810
2024
Q4 		$19K Buy
1,093
+656
+150% +$11.6K ﹤0.01% 2140
2024
Q3 		$8.14K Hold
437
– – ﹤0.01% 2349
2024
Q2 		$8.11K Sell
437
-169
-28% -$2.82K ﹤0.01% 2314
2024
Q1 		$10.2K Buy
606
+182
+43% +$3.1K ﹤0.01% 2101
2023
Q4 		$7.03K Buy
424
+250
+144% +$3.84K ﹤0.01% 2126
2023
Q3 		$2.71K Hold
174
– – ﹤0.01% 2396
2023
Q2 		$2.97K Hold
174
– – ﹤0.01% 2320
2023
Q1 		$3.08K Sell
174
-2
-1% -$36 ﹤0.01% 2225
2022
Q4 		$3.17K Sell
176
-22
-11% -$408 ﹤0.01% 2065
2022
Q3 		$3K Buy
198
+194
+4,850% +$3.71K ﹤0.01% 2035
2022
Q2 		$0 Hold
4
– – ﹤0.01% 2569
2022
Q1 		$0 Hold
4
– – ﹤0.01% 2226
2021
Q4 		$0 Hold
4
– – ﹤0.01% 2022
2021
Q3 		$0 Hold
4
– – ﹤0.01% 1918
2021
Q2 		$0 Buy
+4
New +$99 ﹤0.01% 1608
2020
Q3 		– Sell
-151
Closed -$3K – 1216
2020
Q2 		$3K Hold
151
– – ﹤0.01% 941
2020
Q1 		$3K Buy
+151
New +$2.98K ﹤0.01% 977

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

Allworth Financial's HQH Position: Q2 2026 in Review

Allworth Financial increased its abrdn Healthcare Investors (HQH) stake by 2.4% in Q2 2026, buying an estimated $5.36K and bringing the position to 11,423 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Allworth Financial first reported a position in HQH in Q1 2020 and has held it in 23 quarters since. 126 funds tracked by Wall St. Rank hold HQH as of Q2 2026.

  • Allworth Financial held 11,423 shares of abrdn Healthcare Investors worth $251K as of Q2 2026.
  • Allworth Financial bought 272 abrdn Healthcare Investors shares in Q2 2026, an estimated $5.36K.
  • abrdn Healthcare Investors made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1359 holding.
  • Allworth Financial first reported a position in abrdn Healthcare Investors in Q1 2020 and has held it in 23 quarters since.
  • 126 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.