Formidable Asset Management’s abrdn Life Sciences Investors HQL Stock Holding History

Formidable Asset Management’s Portfolio HQL Stock Details HQL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.69M	Buy	165,243 +6,858	+4%	+$121K	0.43%	47
2026 Q1	$2.66M	Buy	158,385 +33,940	+27%	+$567K	0.41%	45
2025 Q4	$1.93M	Buy	124,445 +48,252	+63%	+$811K	0.28%	66
2025 Q3	$976K	Buy	76,193 +12,214	+19%	+$167K	0.15%	132
2025 Q2	$812K	Hold	63,979	–	–	0.14%	140
2025 Q1	$812K	Buy	+63,979	New	+$866K	0.14%	143

Other funds holding HQL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

NIM

Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Formidable Asset Management's HQL Position: Q2 2026 in Review

Formidable Asset Management increased its abrdn Life Sciences Investors (HQL) stake by 4.3% in Q2 2026, buying an estimated $121K and bringing the position to 165,243 shares worth $2.69M. The position accounts for 0.43% of the portfolio, ranked #47.

Formidable Asset Management first reported a position in HQL in Q1 2025 and has held it in 6 quarters since. 83 funds tracked by Wall St. Rank hold HQL as of Q2 2026.

Formidable Asset Management held 165,243 shares of abrdn Life Sciences Investors worth $2.69M as of Q2 2026.
Formidable Asset Management bought 6,858 abrdn Life Sciences Investors shares in Q2 2026, an estimated $121K.
abrdn Life Sciences Investors made up 0.43% of Formidable Asset Management's portfolio in Q2 2026, its #47 holding.
Formidable Asset Management first reported a position in abrdn Life Sciences Investors in Q1 2025 and has held it in 6 quarters since.
83 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.