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BFC Planning, Inc.’s abrdn Healthcare Investors HQH Stock Holding History

BFC Planning, Inc.’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 		$289K Buy
13,171
+423
+3% +$8.33K 0.01% 814
2026
Q1 		$227K Buy
12,748
+359
+3% +$6.79K 0.01% 830
2025
Q4 		$235K Buy
12,389
+11,790
+1,968% +$223K 0.01% 817
2025
Q3 		$11.1K Hold
599
– – ﹤0.01% 1869
2025
Q2 		$9.28K Sell
599
-321
-35% -$4.97K ﹤0.01% 1846
2025
Q1 		$14.9K Buy
+920
New +$15.8K ﹤0.01% 1598

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
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.83% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Needham Investment Management
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Z3 Capital Partners
Z3 Capital Partners Richmond, Virginia $482M AUM 40.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFC Planning, Inc.'s HQH Position: Q2 2026 in Review

BFC Planning, Inc. increased its abrdn Healthcare Investors (HQH) stake by 3.3% in Q2 2026, buying an estimated $8.33K and bringing the position to 13,171 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #814.

BFC Planning, Inc. first reported a position in HQH in Q1 2025 and has held it in 6 quarters since. 128 funds tracked by Wall St. Rank hold HQH as of Q2 2026.

  • BFC Planning, Inc. held 13,171 shares of abrdn Healthcare Investors worth $289K as of Q2 2026.
  • BFC Planning, Inc. bought 423 abrdn Healthcare Investors shares in Q2 2026, an estimated $8.33K.
  • abrdn Healthcare Investors made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #814 holding.
  • BFC Planning, Inc. first reported a position in abrdn Healthcare Investors in Q1 2025 and has held it in 6 quarters since.
  • 128 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.