CIAS
HQH

Capital Investment Advisory Services’s abrdn Healthcare Investors HQH Stock Holding History

Capital Investment Advisory Services’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 		$403K Buy
18,329
+223
+1% +$4.39K 0.02% 489
2026
Q1 		$322K Buy
18,106
+456
+3% +$8.62K 0.02% 494
2025
Q4 		$334K Hold
17,650
– – 0.02% 476
2025
Q3 		$326K Buy
17,650
+1,005
+6% +$16.4K 0.03% 465
2025
Q2 		$258K Buy
16,645
+388
+2% +$6.01K 0.02% 492
2025
Q1 		$264K Sell
16,257
-111
-0.7% -$1.91K 0.02% 467
2024
Q4 		$263K Buy
16,368
+200
+1% +$3.55K 0.03% 438
2024
Q3 		$301K Sell
16,168
-243
-1% -$4.53K 0.03% 407
2024
Q2 		$287K Buy
16,411
+175
+1% +$2.92K 0.03% 403
2024
Q1 		$274K Sell
16,236
-2
-0% -$34 0.03% 419
2023
Q4 		$269K Buy
16,238
+1,000
+7% +$15.4K 0.02% 421
2023
Q3 		$237K Buy
15,238
+396
+3% +$6.61K 0.02% 427
2023
Q2 		$253K Buy
14,842
+73
+0.5% +$1.27K 0.03% 404
2023
Q1 		$261K Buy
14,769
+519
+4% +$9.44K 0.03% 394
2022
Q4 		$257K Buy
14,250
+76
+0.5% +$1.41K 0.03% 399
2022
Q3 		$245K Buy
14,174
+482
+4% +$9.21K 0.03% 386
2022
Q2 		$256K Buy
13,692
+71
+0.5% +$1.4K 0.03% 392
2022
Q1 		$283K Buy
13,621
+979
+8% +$20.8K 0.03% 399
2021
Q4 		$300K Buy
12,642
+73
+0.6% +$1.82K 0.04% 379
2021
Q3 		$321K Buy
12,569
+206
+2% +$5.42K 0.04% 344
2021
Q2 		$318K Buy
12,363
+1,650
+15% +$40.7K 0.04% 360
2021
Q1 		$262K Buy
10,713
+557
+5% +$13.6K 0.04% 360
2020
Q4 		$242K Buy
+10,156
New +$221K 0.04% 378
2019
Q4 		– Sell
-1,475
Closed -$27K – 872
2019
Q3 		$27K Buy
1,475
+322
+28% +$6.21K 0.01% 725
2019
Q2 		$23K Buy
1,153
+20
+2% +$395 0.01% 741
2019
Q1 		$23K Buy
1,133
+883
+353% +$18.1K 0.01% 644
2018
Q4 		$4K Buy
+250
New +$5.12K ﹤0.01% 968

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Capital Investment Advisory Services's HQH Position: Q2 2026 in Review

Capital Investment Advisory Services increased its abrdn Healthcare Investors (HQH) stake by 1.2% in Q2 2026, buying an estimated $4.39K and bringing the position to 18,329 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #489.

Capital Investment Advisory Services first reported a position in HQH in Q4 2018 and has held it in 27 quarters since. 103 funds tracked by Wall St. Rank hold HQH as of Q2 2026.

  • Capital Investment Advisory Services held 18,329 shares of abrdn Healthcare Investors worth $403K as of Q2 2026.
  • Capital Investment Advisory Services bought 223 abrdn Healthcare Investors shares in Q2 2026, an estimated $4.39K.
  • abrdn Healthcare Investors made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #489 holding.
  • Capital Investment Advisory Services first reported a position in abrdn Healthcare Investors in Q4 2018 and has held it in 27 quarters since.
  • 103 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.