CTA
HQH

Colonial Trust Advisors’s abrdn Healthcare Investors HQH Stock Holding History

Colonial Trust Advisors’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
2025
Q3 		– Sell
-3,697
Closed -$57.3K – 699
2025
Q2 		$57.3K Buy
+3,697
New +$57.3K ﹤0.01% 324

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Colonial Trust Advisors's HQH Position: Q3 2025 in Review

Colonial Trust Advisors sold out of abrdn Healthcare Investors (HQH) in Q3 2025, closing a stake of 3,697 shares — an estimated $57.3K sold.

Colonial Trust Advisors first reported a position in HQH in Q2 2025 and held it in 1 quarter. The position peaked at $57.3K in Q2 2025. 120 funds tracked by Wall St. Rank hold HQH as of Q3 2025.

  • Colonial Trust Advisors reported no remaining abrdn Healthcare Investors position as of Q3 2025 after selling out during the quarter.
  • Colonial Trust Advisors sold 3,697 abrdn Healthcare Investors shares in Q3 2025, an estimated $57.3K.
  • Colonial Trust Advisors first reported a position in abrdn Healthcare Investors in Q2 2025 and held it in 1 quarter.
  • Colonial Trust Advisors's abrdn Healthcare Investors position peaked at $57.3K in Q2 2025.
  • 120 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q3 2025.

Based on Colonial Trust Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.