Cyndeo Wealth Partners’s abrdn Healthcare Investors HQH Stock Holding History

Cyndeo Wealth Partners’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	$842K	Hold	38,308	–	–	0.04%	277
2026 Q1	$681K	Hold	38,308	–	–	0.04%	280
2025 Q4	$726K	Hold	38,308	–	–	0.04%	278
2025 Q3	$707K	Hold	38,308	–	–	0.04%	272
2025 Q2	$593K	Hold	38,308	–	–	0.04%	286
2025 Q1	$622K	Hold	38,308	–	–	0.04%	270
2024 Q4	$615K	Sell	38,308 -25,586	-40%	-$454K	0.04%	267
2024 Q3	$1.19M	Hold	63,894	–	–	0.08%	199
2024 Q2	$1.12M	Hold	63,894	–	–	0.09%	199
2024 Q1	$1.08M	Hold	63,894	–	–	0.09%	188
2023 Q4	$1.06M	Hold	63,894	–	–	0.1%	181
2023 Q3	$994K	Sell	63,894 -71	-0.1%	-$1.18K	0.1%	171
2023 Q2	$1.09M	Sell	63,965 -28	-0%	-$485	0.11%	162
2023 Q1	$1.13M	Hold	63,993	–	–	0.12%	164
2022 Q4	$1.15M	Buy	+63,993	New	+$1.19M	0.14%	158

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

Cyndeo Wealth Partners's HQH Position: Q2 2026 in Review

Cyndeo Wealth Partners held its abrdn Healthcare Investors (HQH) position steady in Q2 2026 at 38,308 shares worth $842K. The position accounts for 0.04% of the portfolio, ranked #277.

Cyndeo Wealth Partners first reported a position in HQH in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.19M in Q3 2024. 126 funds tracked by Wall St. Rank hold HQH as of Q2 2026.

Cyndeo Wealth Partners held 38,308 shares of abrdn Healthcare Investors worth $842K as of Q2 2026.
Cyndeo Wealth Partners left its abrdn Healthcare Investors share count unchanged in Q2 2026.
abrdn Healthcare Investors made up 0.04% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #277 holding.
Cyndeo Wealth Partners first reported a position in abrdn Healthcare Investors in Q4 2022 and has held it in 15 quarters since.
Cyndeo Wealth Partners's abrdn Healthcare Investors position peaked at $1.19M in Q3 2024.
126 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.