BCMLT
HQH

Beacon Capital Management LLC (Tennessee)’s abrdn Healthcare Investors HQH Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025
Q3 		– Sell
-584
Closed -$9.05K – 512
2025
Q2 		$9.05K Buy
+584
New +$9.04K ﹤0.01% 648

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Royal Bank of Canada
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s HQH Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of abrdn Healthcare Investors (HQH) in Q3 2025, closing a stake of 584 shares — an estimated $9.05K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in HQH in Q2 2025 and held it in 1 quarter. The position peaked at $9.05K in Q2 2025. 120 funds tracked by Wall St. Rank hold HQH as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining abrdn Healthcare Investors position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 584 abrdn Healthcare Investors shares in Q3 2025, an estimated $9.05K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in abrdn Healthcare Investors in Q2 2025 and held it in 1 quarter.
  • Beacon Capital Management LLC (Tennessee)'s abrdn Healthcare Investors position peaked at $9.05K in Q2 2025.
  • 120 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.