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
Q2 		$1.13K Hold
52
– – ﹤0.01% 4582
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 $1.89T 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

Jones Financial Companies's HQH Position: Q2 2026 in Review

Jones Financial Companies held its abrdn Healthcare Investors (HQH) position steady in Q2 2026 at 52 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #4582.

Jones Financial Companies first reported a position in HQH in Q3 2024 and has held it in 5 quarters since. The position peaked at $12.8K in Q4 2025. 126 funds tracked by Wall St. Rank hold HQH as of Q2 2026.

  • Jones Financial Companies held 52 shares of abrdn Healthcare Investors worth $1.13K as of Q2 2026.
  • Jones Financial Companies left its abrdn Healthcare Investors share count unchanged in Q2 2026.
  • abrdn Healthcare Investors made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4582 holding.
  • Jones Financial Companies first reported a position in abrdn Healthcare Investors in Q3 2024 and has held it in 5 quarters since.
  • Jones Financial Companies's abrdn Healthcare Investors position peaked at $12.8K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.