EverSource Wealth Advisors’s abrdn Healthcare Investors HQH Stock Holding History

EverSource Wealth 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
2026 Q2	$110K	Hold	5,000	–	–	﹤0.01%	1329
2026 Q1	$89K	Hold	5,000	–	–	﹤0.01%	1504
2025 Q4	$94.7K	Hold	5,000	–	–	﹤0.01%	1343
2025 Q3	$92.3K	Hold	5,000	–	–	﹤0.01%	1326
2025 Q2	$77.5K	Hold	5,000	–	–	﹤0.01%	1346
2025 Q1	$81.2K	Hold	5,000	–	–	﹤0.01%	996
2024 Q4	$80.3K	Hold	5,000	–	–	﹤0.01%	983
2024 Q3	$93.1K	Hold	5,000	–	–	0.01%	815
2024 Q2	$92.8K	Buy	+5,000	New	+$83.5K	0.01%	828

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

EverSource Wealth Advisors's HQH Position: Q2 2026 in Review

EverSource Wealth Advisors held its abrdn Healthcare Investors (HQH) position steady in Q2 2026 at 5,000 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

EverSource Wealth Advisors first reported a position in HQH in Q2 2024 and has held it in 9 quarters since. 126 funds tracked by Wall St. Rank hold HQH as of Q2 2026.

EverSource Wealth Advisors held 5,000 shares of abrdn Healthcare Investors worth $110K as of Q2 2026.
EverSource Wealth Advisors left its abrdn Healthcare Investors share count unchanged in Q2 2026.
abrdn Healthcare Investors made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1329 holding.
EverSource Wealth Advisors first reported a position in abrdn Healthcare Investors in Q2 2024 and has held it in 9 quarters since.
126 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.