Laird Norton Wetherby Wealth Management’s abrdn Healthcare Investors HQH Stock Holding History

Laird Norton Wetherby Wealth Management’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 Q3	–	Sell	-19,442	Closed	-$301K	–	951
2025 Q2	$301K	Buy	+19,442	New	+$301K	0.01%	719
2024 Q1	–	Sell	-18,171	Closed	-$301K	–	970
2023 Q4	$301K	Buy	+18,171	New	+$279K	0.02%	723
2022 Q4	–	Sell	-14,907	Closed	-$258K	–	927
2022 Q3	$258K	Buy	14,907 +4,261	+40%	+$81.5K	0.02%	711
2022 Q2	$198K	Buy	+10,646	New	+$211K	0.01%	819
2021 Q4	–	Sell	-8,008	Closed	-$205K	–	942
2021 Q3	$205K	Sell	8,008 -1,000	-11%	-$26.3K	0.01%	852
2021 Q2	$232K	Buy	+9,008	New	+$222K	0.01%	810

Other funds holding HQH

Morgan Stanley New York $1.66T AUM 25.57% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's HQH Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management sold out of abrdn Healthcare Investors (HQH) in Q3 2025, closing a stake of 19,442 shares — an estimated $301K sold.

Laird Norton Wetherby Wealth Management first reported a position in HQH in Q2 2021 and held it in 6 quarters. The position peaked at $301K in Q2 2025. 120 funds tracked by Wall St. Rank hold HQH as of Q3 2025.

Laird Norton Wetherby Wealth Management reported no remaining abrdn Healthcare Investors position as of Q3 2025 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 19,442 abrdn Healthcare Investors shares in Q3 2025, an estimated $301K.
Laird Norton Wetherby Wealth Management first reported a position in abrdn Healthcare Investors in Q2 2021 and held it in 6 quarters.
Laird Norton Wetherby Wealth Management's abrdn Healthcare Investors position peaked at $301K in Q2 2025.
120 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.