AFG
HQH

Atomi Financial Group’s abrdn Healthcare Investors HQH Stock Holding History

Atomi Financial Group’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 		$308K Sell
17,288
-3,939
-19% -$74.5K 0.01% 934
2025
Q4 		$402K Hold
21,227
– – 0.01% 795
2025
Q3 		$392K Sell
21,227
-1,440
-6% -$23.5K 0.01% 755
2025
Q2 		$351K Sell
22,667
-1
-0% -$15 0.01% 740
2025
Q1 		$368K Sell
22,668
-2,252
-9% -$38.7K 0.02% 672
2024
Q4 		$400K Buy
24,920
+1,680
+7% +$29.8K 0.02% 572
2024
Q3 		$433K Sell
23,240
-217
-0.9% -$4.04K 0.03% 517
2024
Q2 		$410K Buy
23,457
+5,098
+28% +$85.1K 0.03% 452
2024
Q1 		$310K Sell
18,359
-55
-0.3% -$937 0.03% 529
2023
Q4 		$305K Sell
18,414
-1,680
-8% -$25.8K 0.04% 411
2023
Q3 		$312K Buy
20,094
+1,992
+11% +$33.2K 0.1% 231
2023
Q2 		$309K Sell
18,102
-641
-3% -$11.1K 0.14% 177
2023
Q1 		$331K Buy
+18,743
New +$341K 0.18% 132

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