LPL Financial
HQH

LPL Financial’s abrdn Healthcare Investors HQH Stock Holding History

LPL Financial’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
2026
Q1 		$9.83M Buy
552,394
+51,327
+10% +$971K ﹤0.01% 2011
2025
Q4 		$9.49M Buy
501,067
+95,667
+24% +$1.81M ﹤0.01% 1977
2025
Q3 		$7.48M Buy
405,400
+12,333
+3% +$201K ﹤0.01% 2143
2025
Q2 		$6.09M Buy
393,067
+42,106
+12% +$652K ﹤0.01% 2154
2025
Q1 		$5.7M Buy
350,961
+68,941
+24% +$1.18M ﹤0.01% 2047
2024
Q4 		$4.53M Buy
282,020
+111,383
+65% +$1.98M ﹤0.01% 2156
2024
Q3 		$3.18M Buy
170,637
+23,611
+16% +$440K ﹤0.01% 2325
2024
Q2 		$2.57M Sell
147,026
-5,256
-3% -$87.8K ﹤0.01% 2390
2024
Q1 		$2.57M Sell
152,282
-11,562
-7% -$197K ﹤0.01% 2317
2023
Q4 		$2.71M Sell
163,844
-39,861
-20% -$613K ﹤0.01% 2147
2023
Q3 		$3.17M Sell
203,705
-53,705
-21% -$896K ﹤0.01% 1914
2023
Q2 		$4.39M Sell
257,410
-41,870
-14% -$726K ﹤0.01% 1642
2023
Q1 		$5.28M Buy
299,280
+8,639
+3% +$157K ﹤0.01% 1471
2022
Q4 		$5.23M Sell
290,641
-29,609
-9% -$549K ﹤0.01% 1420
2022
Q3 		$5.53M Buy
320,250
+13,414
+4% +$256K 0.01% 1314
2022
Q2 		$5.74M Buy
306,836
+22,144
+8% +$438K 0.01% 1303
2022
Q1 		$5.91M Buy
284,692
+9,872
+4% +$210K 0.01% 1337
2021
Q4 		$6.53M Sell
274,820
-41,942
-13% -$1.04M 0.01% 1279
2021
Q3 		$8.1M Buy
316,762
+21,400
+7% +$563K 0.01% 1079
2021
Q2 		$7.6M Buy
295,362
+18,015
+6% +$444K 0.01% 1072
2021
Q1 		$6.77M Buy
277,347
+27,248
+11% +$664K 0.01% 1045
2020
Q4 		$5.96M Buy
250,099
+23,519
+10% +$511K 0.01% 1015
2020
Q3 		$4.67M Sell
226,580
-25,194
-10% -$532K 0.01% 996
2020
Q2 		$5.37M Buy
251,774
+87,640
+53% +$1.79M 0.01% 844
2020
Q1 		$2.92M Buy
164,134
+26,174
+19% +$516K 0.01% 980
2019
Q4 		$2.88M Sell
137,960
-11,403
-8% -$226K 0.01% 1128
2019
Q3 		$2.74M Buy
149,363
+7,946
+6% +$153K 0.01% 1076
2019
Q2 		$2.84M Buy
141,417
+14,976
+12% +$296K 0.01% 1049
2019
Q1 		$2.6M Buy
126,441
+14,441
+13% +$296K 0.01% 1048
2018
Q4 		$2.01M Buy
112,000
+15,460
+16% +$316K 0.01% 1071
2018
Q3 		$2.23M Buy
96,540
+36,561
+61% +$828K 0.01% 1108
2018
Q2 		$1.29M Buy
59,979
+12,419
+26% +$264K ﹤0.01% 1453
2018
Q1 		$1.02M Buy
47,560
+10,457
+28% +$241K ﹤0.01% 1589
2017
Q4 		$837K Buy
37,103
+2,588
+7% +$60.6K ﹤0.01% 1664
2017
Q3 		$871K Buy
34,515
+3,983
+13% +$100K ﹤0.01% 1538
2017
Q2 		$766K Sell
30,532
-189,890
-86% -$4.7M ﹤0.01% 1560
2017
Q1 		$5.33M Buy
220,422
+15,388
+8% +$361K 0.04% 407
2016
Q4 		$4.45M Buy
205,034
+4,500
+2% +$100K 0.03% 452
2016
Q3 		$4.73M Sell
200,534
-3,227
-2% -$81.1K 0.04% 391
2016
Q2 		$4.98M Sell
203,761
-167,662
-45% -$4.16M 0.04% 375
2016
Q1 		$8.9M Sell
371,423
-37,093
-9% -$883K 0.02% 477
2015
Q4 		$12M Buy
408,516
+248,686
+156% +$7.68M 0.03% 386
2015
Q3 		$4.79M Sell
159,830
-43,083
-21% -$1.47M 0.03% 479
2015
Q2 		$7.15M Sell
202,913
-13,543
-6% -$470K 0.04% 401
2015
Q1 		$7.34M Buy
216,456
+20,080
+10% +$674K 0.04% 383
2014
Q4 		$6.05M Buy
196,376
+34,750
+22% +$1.04M 0.03% 418
2014
Q3 		$4.45M Buy
161,626
+4,102
+3% +$111K 0.03% 507
2014
Q2 		$4.06M Sell
157,524
-45,751
-23% -$1.19M 0.02% 560
2014
Q1 		$5.41M Buy
203,275
+14,543
+8% +$404K 0.03% 412
2013
Q4 		$4.98M Buy
188,732
+11,490
+6% +$281K 0.03% 444
2013
Q3 		$4.07M Buy
177,242
+24,888
+16% +$588K 0.03% 486
2013
Q2 		$3.42M Buy
+152,354
New +$3.24M 0.02% 505

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial's HQH Position: Q1 2026 in Review

LPL Financial increased its abrdn Healthcare Investors (HQH) stake by 10% in Q1 2026, buying an estimated $971K and bringing the position to 552,394 shares worth $9.83M. The position accounts for ﹤0.01% of the portfolio, ranked #2011.

LPL Financial first reported a position in HQH in Q2 2013 and has held it in 52 quarters since. The position peaked at $12M in Q4 2015. 128 funds tracked by Wall St. Rank hold HQH as of Q1 2026.

  • LPL Financial held 552,394 shares of abrdn Healthcare Investors worth $9.83M as of Q1 2026.
  • LPL Financial bought 51,327 abrdn Healthcare Investors shares in Q1 2026, an estimated $971K.
  • abrdn Healthcare Investors made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2011 holding.
  • LPL Financial first reported a position in abrdn Healthcare Investors in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's abrdn Healthcare Investors position peaked at $12M in Q4 2015.
  • 128 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.