Blue Bell Private Wealth Management’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Blue Bell Private Wealth Management's HEQ Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its John Hancock Hedged Equity & Income Fund (HEQ) stake by 12% in Q1 2026, buying an estimated $126K and bringing the position to 109,334 shares worth $1.19M. The position accounts for 0.17% of the portfolio, ranked #95.

Blue Bell Private Wealth Management first reported a position in HEQ in Q4 2013 and has held it in 24 quarters since. 33 funds tracked by Wall St. Rank hold HEQ as of Q1 2026.

• Blue Bell Private Wealth Management held 109,334 shares of John Hancock Hedged Equity & Income Fund worth $1.19M as of Q1 2026.
• Blue Bell Private Wealth Management bought 11,347 John Hancock Hedged Equity & Income Fund shares in Q1 2026, an estimated $126K.
• John Hancock Hedged Equity & Income Fund made up 0.17% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #95 holding.
• Blue Bell Private Wealth Management first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2013 and has held it in 24 quarters since.
• 33 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.