Creative Planning
HQH

Creative Planning’s abrdn Healthcare Investors HQH Stock Holding History

Creative Planning’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 		$328K Buy
14,906
+239
+2% +$4.71K ﹤0.01% 3505
2026
Q1 		$261K Buy
14,667
+4,549
+45% +$86K ﹤0.01% 3528
2025
Q4 		$192K Sell
10,118
-10,150
-50% -$192K ﹤0.01% 3570
2025
Q3 		$374K Buy
+20,268
New +$331K ﹤0.01% 2972
2025
Q1 		– Sell
-1,150
Closed -$18.5K – 3584
2024
Q4 		$18.5K Buy
+1,150
New +$20.4K ﹤0.01% 3347
2018
Q1 		– Sell
-23,511
Closed -$530K – 2069
2017
Q4 		$530K Sell
23,511
-195
-0.8% -$4.56K ﹤0.01% 1042
2017
Q3 		$598K Buy
23,706
+9
+0% +$226 ﹤0.01% 963
2017
Q2 		$595K Buy
23,697
+14,044
+145% +$348K ﹤0.01% 934
2017
Q1 		$232K Sell
9,653
-188
-2% -$4.41K ﹤0.01% 1401
2016
Q4 		$208K Buy
9,841
+707
+8% +$15.7K ﹤0.01% 1395
2016
Q3 		$217K Buy
9,134
+1,202
+15% +$30.2K ﹤0.01% 1361
2016
Q2 		$186K Buy
7,932
+499
+7% +$12.4K ﹤0.01% 1291
2016
Q1 		$178K Buy
7,433
+1,765
+31% +$42K ﹤0.01% 1272
2015
Q4 		$168K Sell
5,668
-194
-3% -$5.99K ﹤0.01% 1310
2015
Q3 		$162K Buy
+5,862
New +$200K ﹤0.01% 1311
2015
Q2 		– Sell
-6,302
Closed -$215K – 1914
2015
Q1 		$215K Buy
6,302
+323
+5% +$10.8K ﹤0.01% 1157
2014
Q4 		$184K Buy
5,979
+498
+9% +$15K ﹤0.01% 1190
2014
Q3 		$152K Buy
5,481
+638
+13% +$17.3K ﹤0.01% 1217
2014
Q2 		$125K Buy
4,843
+278
+6% +$7.24K ﹤0.01% 1291
2014
Q1 		$122K Buy
4,565
+135
+3% +$3.75K ﹤0.01% 1272
2013
Q4 		$117K Buy
4,430
+591
+15% +$14.5K ﹤0.01% 1116
2013
Q3 		$90K Buy
3,839
+255
+7% +$6.02K ﹤0.01% 1179
2013
Q2 		$81K Buy
+3,584
New +$76.2K ﹤0.01% 1102

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning's HQH Position: Q2 2026 in Review

Creative Planning increased its abrdn Healthcare Investors (HQH) stake by 1.6% in Q2 2026, buying an estimated $4.71K and bringing the position to 14,906 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #3505.

Creative Planning first reported a position in HQH in Q2 2013 and has held it in 23 quarters since. The position peaked at $598K in Q3 2017. 126 funds tracked by Wall St. Rank hold HQH as of Q2 2026.

  • Creative Planning held 14,906 shares of abrdn Healthcare Investors worth $328K as of Q2 2026.
  • Creative Planning bought 239 abrdn Healthcare Investors shares in Q2 2026, an estimated $4.71K.
  • abrdn Healthcare Investors made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3505 holding.
  • Creative Planning first reported a position in abrdn Healthcare Investors in Q2 2013 and has held it in 23 quarters since.
  • Creative Planning's abrdn Healthcare Investors position peaked at $598K in Q3 2017.
  • 126 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.