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 Q2	–	Sell	-11,217	Closed	-$183K	–	179
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 $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

NIM

Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Kapstone Financial Advisors's HQL Position: Q2 2026 in Review

Kapstone Financial Advisors sold out of abrdn Life Sciences Investors (HQL) in Q2 2026, closing a stake of 11,217 shares — an estimated $183K sold.

Kapstone Financial Advisors first reported a position in HQL in Q3 2024 and held it in 7 quarters. The position peaked at $242K in Q4 2025. 83 funds tracked by Wall St. Rank hold HQL as of Q2 2026.

Kapstone Financial Advisors reported no remaining abrdn Life Sciences Investors position as of Q2 2026 after selling out during the quarter.
Kapstone Financial Advisors sold 11,217 abrdn Life Sciences Investors shares in Q2 2026, an estimated $183K.
Kapstone Financial Advisors first reported a position in abrdn Life Sciences Investors in Q3 2024 and held it in 7 quarters.
Kapstone Financial Advisors's abrdn Life Sciences Investors position peaked at $242K in Q4 2025.
83 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.