Carson Wealth (CWM LLC)’s abrdn Healthcare Investors HQH Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$2.22K	Buy	+125	New	+$2.36K	﹤0.01%	5249
2025 Q3	–	Sell	-310	Closed	-$5K	–	5390
2025 Q2	$5K	Hold	310	–	–	﹤0.01%	4614
2025 Q1	$5K	Hold	310	–	–	﹤0.01%	4454
2024 Q4	$5K	Hold	310	–	–	﹤0.01%	4205
2024 Q3	$6K	Hold	310	–	–	﹤0.01%	4005
2024 Q2	$5K	Buy	+310	New	+$5.18K	﹤0.01%	3870
2023 Q4	–	Sell	-2	Closed	–	–	4298
2023 Q3	$0	Sell	2 -797	-100%	-$13.3K	﹤0.01%	4315
2023 Q2	$14K	Buy	+799	New	+$13.9K	﹤0.01%	2867

Other funds holding HQH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HQH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in abrdn Healthcare Investors (HQH) in Q1 2026: 125 shares worth $2.22K. The stake represents ﹤0.01% of the portfolio and ranks #5249 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in HQH as recently as Q2 2025.

Carson Wealth (CWM LLC) first reported a position in HQH in Q2 2023 and has held it in 8 quarters since. The position peaked at $14K in Q2 2023. 128 funds tracked by Wall St. Rank hold HQH as of Q1 2026.

Carson Wealth (CWM LLC) held 125 shares of abrdn Healthcare Investors worth $2.22K as of Q1 2026.
abrdn Healthcare Investors was a new Carson Wealth (CWM LLC) position in Q1 2026.
abrdn Healthcare Investors made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5249 holding.
Carson Wealth (CWM LLC) first reported a position in abrdn Healthcare Investors in Q2 2023 and has held it in 8 quarters since.
Carson Wealth (CWM LLC)'s abrdn Healthcare Investors position peaked at $14K in Q2 2023.
128 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.