Carson Wealth (CWM LLC)
HQL

Carson Wealth (CWM LLC)’s abrdn Life Sciences Investors HQL Stock Holding History

Carson Wealth (CWM LLC)’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 		$164K Buy
10,055
+9,833
+4,429% +$164K ﹤0.01% 2895
2025
Q4 		$4K Sell
222
-23
-9% -$386 ﹤0.01% 4892
2025
Q3 		$4K Buy
245
+23
+10% +$315 ﹤0.01% 4816
2025
Q2 		$3K Hold
222
– – ﹤0.01% 4771
2025
Q1 		$3K Hold
222
– – ﹤0.01% 4627
2024
Q4 		$3K Sell
222
-892
-80% -$12.9K ﹤0.01% 4411
2024
Q3 		$17K Hold
1,114
– – ﹤0.01% 3460
2024
Q2 		$16K Buy
1,114
+36
+3% +$487 ﹤0.01% 3263
2024
Q1 		$15K Hold
1,078
– – ﹤0.01% 3094
2023
Q4 		$15K Buy
1,078
+85
+9% +$1.05K ﹤0.01% 2941
2023
Q3 		$12K Sell
993
-84
-8% -$1.1K ﹤0.01% 3041
2023
Q2 		$15K Buy
1,077
+84
+8% +$1.16K ﹤0.01% 2815
2023
Q1 		$14K Hold
993
– – ﹤0.01% 2737
2022
Q4 		$14K Buy
993
+101
+11% +$1.46K ﹤0.01% 2606
2022
Q3 		$12K Sell
892
-101
-10% -$1.51K ﹤0.01% 2566
2022
Q2 		$14K Hold
993
– – ﹤0.01% 2362
2022
Q1 		$16K Sell
993
-107
-10% -$1.84K ﹤0.01% 2220
2021
Q4 		$21K Buy
+1,100
New +$22.1K ﹤0.01% 1967
2021
Q2 		$27K Hold
1,255
– – ﹤0.01% 1661
2021
Q1 		$27K Hold
1,255
– – ﹤0.01% 1661
2020
Q4 		$27K Hold
1,255
– – ﹤0.01% 1661
2020
Q3 		$27K Hold
1,255
– – ﹤0.01% 1661
2020
Q2 		$27K Hold
1,255
– – ﹤0.01% 1661
2020
Q1 		$27K Hold
1,255
– – ﹤0.01% 1661
2019
Q4 		$27K Hold
1,255
– – ﹤0.01% 1661
2019
Q3 		$27K Hold
1,255
– – ﹤0.01% 1661
2019
Q2 		$27K Hold
1,255
– – ﹤0.01% 1661
2019
Q1 		$27K Buy
+1,255
New +$21.7K ﹤0.01% 1661

Other funds holding HQL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 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 $445B AUM 25.58% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its abrdn Life Sciences Investors (HQL) stake by 4,429% in Q1 2026, buying an estimated $164K and bringing the position to 10,055 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #2895.

Carson Wealth (CWM LLC) first reported a position in HQL in Q1 2019 and has held it in 28 quarters since. 86 funds tracked by Wall St. Rank hold HQL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,055 shares of abrdn Life Sciences Investors worth $164K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 9,833 abrdn Life Sciences Investors shares in Q1 2026, an estimated $164K.
  • abrdn Life Sciences Investors made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2895 holding.
  • Carson Wealth (CWM LLC) first reported a position in abrdn Life Sciences Investors in Q1 2019 and has held it in 28 quarters since.
  • 86 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q1 2026.

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