KWA
HQH

Kingswood Wealth Advisors’s abrdn Healthcare Investors HQH Stock Holding History

Kingswood Wealth Advisors’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
2025
Q2 		– Sell
-54,915
Closed -$892K – 765
2025
Q1 		$892K Buy
54,915
+384
+0.7% +$6.6K 0.08% 271
2024
Q4 		$875K Buy
54,531
+21,212
+64% +$376K 0.07% 306
2024
Q3 		$620K Buy
+33,319
New +$621K 0.04% 400

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kingswood Wealth Advisors's HQH Position: Q2 2025 in Review

Kingswood Wealth Advisors sold out of abrdn Healthcare Investors (HQH) in Q2 2025, closing a stake of 54,915 shares — an estimated $892K sold.

Kingswood Wealth Advisors first reported a position in HQH in Q3 2024 and held it in 3 quarters. The position peaked at $892K in Q1 2025. 114 funds tracked by Wall St. Rank hold HQH as of Q2 2025.

  • Kingswood Wealth Advisors reported no remaining abrdn Healthcare Investors position as of Q2 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 54,915 abrdn Healthcare Investors shares in Q2 2025, an estimated $892K.
  • Kingswood Wealth Advisors first reported a position in abrdn Healthcare Investors in Q3 2024 and held it in 3 quarters.
  • Kingswood Wealth Advisors's abrdn Healthcare Investors position peaked at $892K in Q1 2025.
  • 114 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.