CSC
HQH

Caldwell Sutter Capital’s abrdn Healthcare Investors HQH Stock Holding History

Caldwell Sutter Capital’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 		$550 Hold
25
– – ﹤0.01% 887
2026
Q1 		$445 Buy
+25
New +$473 ﹤0.01% 851

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

Caldwell Sutter Capital's HQH Position: Q2 2026 in Review

Caldwell Sutter Capital held its abrdn Healthcare Investors (HQH) position steady in Q2 2026 at 25 shares worth $550. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Caldwell Sutter Capital first reported a position in HQH in Q1 2026 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold HQH as of Q2 2026.

  • Caldwell Sutter Capital held 25 shares of abrdn Healthcare Investors worth $550 as of Q2 2026.
  • Caldwell Sutter Capital left its abrdn Healthcare Investors share count unchanged in Q2 2026.
  • abrdn Healthcare Investors made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #887 holding.
  • Caldwell Sutter Capital first reported a position in abrdn Healthcare Investors in Q1 2026 and has held it in 2 quarters since.
  • 126 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.