LFG
HQH

Larson Financial Group’s abrdn Healthcare Investors HQH Stock Holding History

Larson Financial Group’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
Q4 		– Sell
-600
Closed -$11.1K – 3555
2025
Q3 		$11.1K Buy
+600
New +$9.8K ﹤0.01% 1965
2023
Q4 		– Sell
-300
Closed -$4.67K – 1853
2023
Q3 		$4.67K Hold
300
– – ﹤0.01% 1192
2023
Q2 		$5.12K Hold
300
– – ﹤0.01% 1098
2023
Q1 		$5.29K Hold
300
– – ﹤0.01% 1074
2022
Q4 		$5.4K Hold
300
– – ﹤0.01% 1006
2022
Q3 		$5K Hold
300
– – ﹤0.01% 956
2022
Q2 		$6K Hold
300
– – ﹤0.01% 827
2022
Q1 		$6K Hold
300
– – ﹤0.01% 765
2021
Q4 		$7K Buy
+300
New +$7.47K ﹤0.01% 755

Other funds holding HQH

Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
ZCP
Z3 Capital Partners Richmond, Virginia $395M AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Larson Financial Group's HQH Position: Q4 2025 in Review

Larson Financial Group sold out of abrdn Healthcare Investors (HQH) in Q4 2025, closing a stake of 600 shares — an estimated $11.1K sold.

Larson Financial Group first reported a position in HQH in Q4 2021 and held it in 9 quarters. The position peaked at $11.1K in Q3 2025. 123 funds tracked by Wall St. Rank hold HQH as of Q4 2025.

  • Larson Financial Group reported no remaining abrdn Healthcare Investors position as of Q4 2025 after selling out during the quarter.
  • Larson Financial Group sold 600 abrdn Healthcare Investors shares in Q4 2025, an estimated $11.1K.
  • Larson Financial Group first reported a position in abrdn Healthcare Investors in Q4 2021 and held it in 9 quarters.
  • Larson Financial Group's abrdn Healthcare Investors position peaked at $11.1K in Q3 2025.
  • 123 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.