BHWM
HQH

Beaird Harris Wealth Management’s abrdn Healthcare Investors HQH Stock Holding History

Beaird Harris 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 		$836 Sell
38
-347
-90% -$6.83K ﹤0.01% 581
2026
Q1 		$6.85K Buy
+385
New +$7.28K ﹤0.01% 388

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

Beaird Harris Wealth Management's HQH Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its abrdn Healthcare Investors (HQH) stake by 90% in Q2 2026, selling an estimated $6.83K and leaving 38 shares worth $836. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Beaird Harris Wealth Management first reported a position in HQH in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.85K in Q1 2026. 126 funds tracked by Wall St. Rank hold HQH as of Q2 2026.

  • Beaird Harris Wealth Management held 38 shares of abrdn Healthcare Investors worth $836 as of Q2 2026.
  • Beaird Harris Wealth Management sold 347 abrdn Healthcare Investors shares in Q2 2026, an estimated $6.83K.
  • abrdn Healthcare Investors made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #581 holding.
  • Beaird Harris Wealth Management first reported a position in abrdn Healthcare Investors in Q1 2026 and has held it in 2 quarters since.
  • Beaird Harris Wealth Management's abrdn Healthcare Investors position peaked at $6.85K in Q1 2026.
  • 126 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.