Concorde Asset Management
HQH icon

Concorde Asset Management’s abrdn Healthcare Investors HQH Stock Holding History

Concorde Asset Management’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
Q3 		$236K Sell
11,229
-695
-6% -$15.4K 0.14% 119
2026
Q2 		$262K Buy
11,924
+437
+4% +$8.61K 0.15% 117
2026
Q1 		$204K Buy
11,487
+676
+6% +$12.8K 0.1% 192
2025
Q4 		$205K Buy
+10,811
New +$204K 0.08% 224

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Z3 Capital Partners
Z3 Capital Partners Richmond, Virginia $482M AUM 40.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
Samalin Investment Counsel
Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Concorde Asset Management's HQH Position: Q3 2026 in Review

Concorde Asset Management reduced its abrdn Healthcare Investors (HQH) stake by 5.8% in Q3 2026, selling an estimated $15.4K and leaving 11,229 shares worth $236K. The position accounts for 0.14% of the portfolio, ranked #119.

Concorde Asset Management first reported a position in HQH in Q4 2025 and has held it in 4 quarters since. The position peaked at $262K in Q2 2026. 117 funds tracked by Wall St. Rank hold HQH as of Q3 2026.

  • Concorde Asset Management held 11,229 shares of abrdn Healthcare Investors worth $236K as of Q3 2026.
  • Concorde Asset Management sold 695 abrdn Healthcare Investors shares in Q3 2026, an estimated $15.4K.
  • abrdn Healthcare Investors made up 0.14% of Concorde Asset Management's portfolio in Q3 2026, its #119 holding.
  • Concorde Asset Management first reported a position in abrdn Healthcare Investors in Q4 2025 and has held it in 4 quarters since.
  • Concorde Asset Management's abrdn Healthcare Investors position peaked at $262K in Q2 2026.
  • 117 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q3 2026.

Based on Concorde Asset Management's 13F filing for Q3 2026, filed 13 Nov 2026.