EPW
HQH

Evolve Private Wealth’s abrdn Healthcare Investors HQH Stock Holding History

Evolve Private Wealth’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 		$1.18M Sell
53,461
-3,781
-7% -$74.5K 0.07% 242
2026
Q1 		$1.02M Buy
57,242
+229
+0.4% +$4.33K 0.05% 327
2025
Q4 		$1.08M Buy
+57,013
New +$1.08M 0.06% 270

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

Evolve Private Wealth's HQH Position: Q2 2026 in Review

Evolve Private Wealth reduced its abrdn Healthcare Investors (HQH) stake by 6.6% in Q2 2026, selling an estimated $74.5K and leaving 53,461 shares worth $1.18M. The position accounts for 0.07% of the portfolio, ranked #242.

Evolve Private Wealth first reported a position in HQH in Q4 2025 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold HQH as of Q2 2026.

  • Evolve Private Wealth held 53,461 shares of abrdn Healthcare Investors worth $1.18M as of Q2 2026.
  • Evolve Private Wealth sold 3,781 abrdn Healthcare Investors shares in Q2 2026, an estimated $74.5K.
  • abrdn Healthcare Investors made up 0.07% of Evolve Private Wealth's portfolio in Q2 2026, its #242 holding.
  • Evolve Private Wealth first reported a position in abrdn Healthcare Investors in Q4 2025 and has held it in 3 quarters since.
  • 126 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.