BBPWM
HQL

Blue Bell Private Wealth Management’s abrdn Life Sciences Investors HQL Stock Holding History

Blue Bell Private Wealth Management’s Portfolio HQL Stock Details HQL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.43M Buy
87,896
+10,826
+14% +$181K 0.21% 88
2025
Q4 		$1.29M Buy
77,070
+12,242
+19% +$206K 0.19% 87
2025
Q3 		$1.01M Buy
64,828
+1,800
+3% +$24.6K 0.15% 96
2025
Q2 		$807K Sell
63,028
-541
-0.9% -$6.67K 0.13% 94
2025
Q1 		$807K Buy
63,569
+1,359
+2% +$18.4K 0.15% 91
2024
Q4 		$816K Sell
62,210
-507
-0.8% -$7.31K 0.16% 84
2024
Q3 		$946K Buy
62,717
+473
+0.8% +$7.16K 0.18% 80
2024
Q2 		$882K Buy
62,244
+30,750
+98% +$416K 0.18% 79
2024
Q1 		$429K Buy
31,494
+21,369
+211% +$296K 0.09% 122
2023
Q4 		$136K Buy
10,125
+3,811
+60% +$46.9K 0.03% 203
2023
Q3 		$78.7K Hold
6,314
– – 0.02% 219
2023
Q2 		$85.5K Buy
6,314
+4,900
+347% +$67.6K 0.02% 211
2023
Q1 		$19.7K Sell
1,414
-1,046
-43% -$15K 0.01% 321
2022
Q4 		$35K Buy
2,460
+635
+35% +$9.2K 0.01% 245
2022
Q3 		$25K Sell
1,825
-630
-26% -$9.41K 0.01% 275
2022
Q2 		$35K Buy
+2,455
New +$37.1K 0.01% 246
2021
Q1 		– Sell
-2,310
Closed -$50K – 180
2020
Q4 		$50K Buy
2,310
+701
+44% +$13K 0.02% 103
2020
Q3 		$28K Hold
1,609
– – 0.01% 113
2020
Q2 		$30K Buy
1,609
+509
+46% +$8.72K 0.01% 114
2020
Q1 		$16K Buy
1,100
+600
+120% +$9.82K 0.01% 130
2019
Q4 		$9K Buy
+500
New +$8.21K ﹤0.01% 161
2015
Q1 		– Sell
-2,219
Closed -$55K – 427
2014
Q4 		$55K Sell
2,219
-9,123
-80% -$219K 0.03% 214
2014
Q3 		$251K Sell
11,342
-26,552
-70% -$577K 0.15% 85
2014
Q2 		$787K Buy
37,894
+33,493
+761% +$703K 0.48% 36
2014
Q1 		$96K Buy
+4,401
New +$98K 0.07% 131

Other funds holding HQL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Blue Bell Private Wealth Management increased its abrdn Life Sciences Investors (HQL) stake by 14% in Q1 2026, buying an estimated $181K and bringing the position to 87,896 shares worth $1.43M. The position accounts for 0.21% of the portfolio, ranked #88.

Blue Bell Private Wealth Management first reported a position in HQL in Q1 2014 and has held it in 25 quarters since. 86 funds tracked by Wall St. Rank hold HQL as of Q1 2026.

  • Blue Bell Private Wealth Management held 87,896 shares of abrdn Life Sciences Investors worth $1.43M as of Q1 2026.
  • Blue Bell Private Wealth Management bought 10,826 abrdn Life Sciences Investors shares in Q1 2026, an estimated $181K.
  • abrdn Life Sciences Investors made up 0.21% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #88 holding.
  • Blue Bell Private Wealth Management first reported a position in abrdn Life Sciences Investors in Q1 2014 and has held it in 25 quarters since.
  • 86 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q1 2026.

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