IFG
HQH

Independent Financial Group’s abrdn Healthcare Investors HQH Stock Holding History

Independent Financial Group’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 		$243K Sell
11,056
-2,003
-15% -$39.4K ﹤0.01% 1367
2026
Q1 		$232K Buy
13,059
+804
+7% +$15.2K 0.01% 1302
2025
Q4 		$232K Hold
12,255
– – 0.01% 1269
2025
Q3 		$226K Buy
12,255
+269
+2% +$4.39K 0.01% 1227
2025
Q2 		$186K Sell
11,986
-1,039
-8% -$16.1K 0.01% 1235
2025
Q1 		$212K Buy
13,025
+364
+3% +$6.26K 0.01% 1095
2024
Q4 		$203K Sell
12,661
-4,529
-26% -$80.4K 0.01% 1100
2024
Q3 		$320K Sell
17,190
-3,795
-18% -$70.7K 0.01% 854
2024
Q2 		$366K Buy
20,985
+278
+1% +$4.64K 0.01% 744
2024
Q1 		$349K Buy
20,707
+1,032
+5% +$17.6K 0.02% 722
2023
Q4 		$326K Buy
19,675
+3,246
+20% +$49.9K 0.02% 685
2023
Q3 		$255K Buy
16,429
+407
+3% +$6.79K 0.02% 734
2023
Q2 		$273K Sell
16,022
-1,671
-9% -$29K 0.02% 678
2023
Q1 		$312K Buy
17,693
+1,399
+9% +$25.4K 0.03% 589
2022
Q4 		$293K Buy
16,294
+783
+5% +$14.5K 0.03% 561
2022
Q3 		$268K Buy
15,511
+2,588
+20% +$49.5K 0.02% 569
2022
Q2 		$242K Buy
12,923
+301
+2% +$5.95K 0.03% 576
2022
Q1 		$262K Buy
12,622
+289
+2% +$6.14K 0.02% 644
2021
Q4 		$293K Buy
12,333
+721
+6% +$18K 0.02% 604
2021
Q3 		$297K Buy
11,612
+220
+2% +$5.79K 0.03% 527
2021
Q2 		$293K Buy
11,392
+1,089
+11% +$26.9K 0.03% 539
2021
Q1 		$251K Buy
10,303
+1,590
+18% +$38.8K 0.03% 523
2020
Q4 		$208K Buy
+8,713
New +$189K 0.03% 514

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

Independent Financial Group's HQH Position: Q2 2026 in Review

Independent Financial Group reduced its abrdn Healthcare Investors (HQH) stake by 15% in Q2 2026, selling an estimated $39.4K and leaving 11,056 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

Independent Financial Group first reported a position in HQH in Q4 2020 and has held it in 23 quarters since. The position peaked at $366K in Q2 2024. 126 funds tracked by Wall St. Rank hold HQH as of Q2 2026.

  • Independent Financial Group held 11,056 shares of abrdn Healthcare Investors worth $243K as of Q2 2026.
  • Independent Financial Group sold 2,003 abrdn Healthcare Investors shares in Q2 2026, an estimated $39.4K.
  • abrdn Healthcare Investors made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1367 holding.
  • Independent Financial Group first reported a position in abrdn Healthcare Investors in Q4 2020 and has held it in 23 quarters since.
  • Independent Financial Group's abrdn Healthcare Investors position peaked at $366K in Q2 2024.
  • 126 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.