Kapstone Financial Advisors’s abrdn Life Sciences Investors HQL Stock Holding History

Kapstone Financial Advisors’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 Q1	$183K	Sell	11,217 -3,189	-22%	-$53.3K	0.09%	144
2025 Q4	$242K	Buy	14,406 +417	+3%	+$7.01K	0.12%	103
2025 Q3	$217K	Sell	13,989 -5	-0%	-$68	0.1%	105
2025 Q2	$179K	Buy	13,994 +400	+3%	+$4.93K	0.09%	112
2025 Q1	$173K	Buy	13,594 +471	+4%	+$6.38K	0.1%	103
2024 Q4	$185K	Buy	13,123 +1,300	+11%	+$18.8K	0.1%	105
2024 Q3	$177K	Buy	+11,823	New	+$179K	0.11%	103

Other funds holding HQL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kapstone Financial Advisors's HQL Position: Q1 2026 in Review

Kapstone Financial Advisors reduced its abrdn Life Sciences Investors (HQL) stake by 22% in Q1 2026, selling an estimated $53.3K and leaving 11,217 shares worth $183K. The position accounts for 0.09% of the portfolio, ranked #144.

Kapstone Financial Advisors first reported a position in HQL in Q3 2024 and has held it in 7 quarters since. The position peaked at $242K in Q4 2025. 86 funds tracked by Wall St. Rank hold HQL as of Q1 2026.

Kapstone Financial Advisors held 11,217 shares of abrdn Life Sciences Investors worth $183K as of Q1 2026.
Kapstone Financial Advisors sold 3,189 abrdn Life Sciences Investors shares in Q1 2026, an estimated $53.3K.
abrdn Life Sciences Investors made up 0.09% of Kapstone Financial Advisors's portfolio in Q1 2026, its #144 holding.
Kapstone Financial Advisors first reported a position in abrdn Life Sciences Investors in Q3 2024 and has held it in 7 quarters since.
Kapstone Financial Advisors's abrdn Life Sciences Investors position peaked at $242K in Q4 2025.
86 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.