EWM
HQH

Evolution Wealth Management’s abrdn Healthcare Investors HQH Stock Holding History

Evolution Wealth 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
Q1 		– Sell
-628
Closed -$11.9K – 861
2025
Q4 		$11.9K Buy
+628
New +$11.9K 0.01% 424

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

Evolution Wealth Management's HQH Position: Q1 2026 in Review

Evolution Wealth Management sold out of abrdn Healthcare Investors (HQH) in Q1 2026, closing a stake of 628 shares — an estimated $11.9K sold.

Evolution Wealth Management first reported a position in HQH in Q4 2025 and held it in 1 quarter. The position peaked at $11.9K in Q4 2025. 128 funds tracked by Wall St. Rank hold HQH as of Q1 2026.

  • Evolution Wealth Management reported no remaining abrdn Healthcare Investors position as of Q1 2026 after selling out during the quarter.
  • Evolution Wealth Management sold 628 abrdn Healthcare Investors shares in Q1 2026, an estimated $11.9K.
  • Evolution Wealth Management first reported a position in abrdn Healthcare Investors in Q4 2025 and held it in 1 quarter.
  • Evolution Wealth Management's abrdn Healthcare Investors position peaked at $11.9K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.