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

Envestnet 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 Q2	$311K	Sell	14,139 -20,713	-59%	-$408K	﹤0.01%	4400
2026 Q1	$620K	Buy	34,852 +6,546	+23%	+$124K	﹤0.01%	3778
2025 Q4	$536K	Buy	28,306 +4,777	+20%	+$90.2K	﹤0.01%	3656
2025 Q3	$434K	Sell	23,529 -5,158	-18%	-$84.2K	﹤0.01%	3861
2025 Q2	$444K	Buy	28,687 +2,438	+9%	+$37.8K	﹤0.01%	3783
2025 Q1	$426K	Buy	+26,249	New	+$451K	﹤0.01%	3716
2024 Q2	–	Sell	-27,210	Closed	-$459K	–	4229
2024 Q1	$459K	Sell	27,210 -8,665	-24%	-$148K	﹤0.01%	3492
2023 Q4	$594K	Buy	35,875 +14,930	+71%	+$230K	﹤0.01%	3243
2023 Q3	$326K	Sell	20,945 -1,166	-5%	-$19.5K	﹤0.01%	3487
2023 Q2	$377K	Sell	22,111 -15,814	-42%	-$274K	﹤0.01%	3370
2023 Q1	$669K	Buy	37,925 +20,568	+118%	+$374K	﹤0.01%	2955
2022 Q4	$312K	Sell	17,357 -358	-2%	-$6.63K	﹤0.01%	3403
2022 Q3	$306K	Buy	+17,715	New	+$339K	﹤0.01%	3328
2022 Q1	–	Sell	-16,660	Closed	-$396K	–	3989
2021 Q4	$396K	Buy	16,660 +2,480	+17%	+$61.8K	﹤0.01%	3225
2021 Q3	$363K	Sell	14,180 -2,724	-16%	-$71.7K	﹤0.01%	3179
2021 Q2	$435K	Buy	16,904 +152	+0.9%	+$3.75K	﹤0.01%	3074
2021 Q1	$409K	Sell	16,752 -1,391	-8%	-$33.9K	﹤0.01%	2960
2020 Q4	$432K	Sell	18,143 -2,260	-11%	-$49.1K	﹤0.01%	2733
2020 Q3	$421K	Sell	20,403 -5,255	-20%	-$111K	﹤0.01%	2567
2020 Q2	$547K	Sell	25,658 -8,203	-24%	-$167K	﹤0.01%	2371
2020 Q1	$603K	Sell	33,861 -390	-1%	-$7.69K	﹤0.01%	2108
2019 Q4	$715K	Buy	34,251 +7,018	+26%	+$139K	﹤0.01%	2229
2019 Q3	$499K	Sell	27,233 -245	-0.9%	-$4.72K	﹤0.01%	2375
2019 Q2	$552K	Buy	27,478 +4,583	+20%	+$90.5K	﹤0.01%	2341
2019 Q1	$470K	Buy	22,895 +4,106	+22%	+$84K	﹤0.01%	2382
2018 Q4	$337K	Buy	+18,789	New	+$384K	﹤0.01%	2364
2014 Q3	–	Sell	-61	Closed	-$2K	–	2799
2014 Q2	$2K	Buy	+61	New	+$1.59K	﹤0.01%	2500
2013 Q4	–	Sell	-3,047	Closed	-$71K	–	2493
2013 Q3	$71K	Buy	+3,047	New	+$72K	﹤0.01%	1095

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

Envestnet Asset Management's HQH Position: Q2 2026 in Review

Envestnet Asset Management reduced its abrdn Healthcare Investors (HQH) stake by 59% in Q2 2026, selling an estimated $408K and leaving 14,139 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #4400.

Envestnet Asset Management first reported a position in HQH in Q3 2013 and has held it in 28 quarters since. The position peaked at $715K in Q4 2019. 126 funds tracked by Wall St. Rank hold HQH as of Q2 2026.

Envestnet Asset Management held 14,139 shares of abrdn Healthcare Investors worth $311K as of Q2 2026.
Envestnet Asset Management sold 20,713 abrdn Healthcare Investors shares in Q2 2026, an estimated $408K.
abrdn Healthcare Investors made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4400 holding.
Envestnet Asset Management first reported a position in abrdn Healthcare Investors in Q3 2013 and has held it in 28 quarters since.
Envestnet Asset Management's abrdn Healthcare Investors position peaked at $715K in Q4 2019.
126 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.