AssetMark Inc
HQH

AssetMark Inc’s abrdn Healthcare Investors HQH Stock Holding History

AssetMark Inc’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 		$3.8K Sell
173
-19
-10% -$374 ﹤0.01% 2781
2026
Q1 		$3.42K Sell
192
-12
-6% -$227 ﹤0.01% 2698
2025
Q4 		$3.86K Sell
204
-9
-4% -$170 ﹤0.01% 2555
2025
Q3 		$3.93K Buy
+213
New +$3.48K ﹤0.01% 2421

Other funds holding HQH

ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return

AssetMark Inc's HQH Position: Q2 2026 in Review

AssetMark Inc reduced its abrdn Healthcare Investors (HQH) stake by 9.9% in Q2 2026, selling an estimated $374 and leaving 173 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2781.

AssetMark Inc first reported a position in HQH in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.93K in Q3 2025. 60 funds tracked by Wall St. Rank hold HQH as of Q2 2026.

  • AssetMark Inc held 173 shares of abrdn Healthcare Investors worth $3.8K as of Q2 2026.
  • AssetMark Inc sold 19 abrdn Healthcare Investors shares in Q2 2026, an estimated $374.
  • abrdn Healthcare Investors made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2781 holding.
  • AssetMark Inc first reported a position in abrdn Healthcare Investors in Q3 2025 and has held it in 4 quarters since.
  • AssetMark Inc's abrdn Healthcare Investors position peaked at $3.93K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.