Jones Financial Companies
HQH

Jones Financial Companies’s abrdn Healthcare Investors HQH Stock Holding History

Jones Financial Companies’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 		$906 Sell
52
-624
-92% -$11.8K ﹤0.01% 4372
2025
Q4 		$12.8K Buy
+676
New +$12.8K ﹤0.01% 3116
2025
Q1 		– Sell
-724
Closed -$11.6K – 3779
2024
Q4 		$11.6K Buy
724
+389
+116% +$6.9K ﹤0.01% 2471
2024
Q3 		$6.22K Buy
+335
New +$6.24K ﹤0.01% 2387

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $395M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return