Mather Group’s abrdn Healthcare Investors HQH Stock Holding History

Mather 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
2026 Q3	$8.75K	Hold	419	–	–	﹤0.01%	1683
2026 Q2	$9.21K	Buy	419 +3	+0.7%	+$59	﹤0.01%	1520
2026 Q1	$7.4K	Buy	+416	New	+$7.87K	﹤0.01%	1518
2025 Q4	–	Sell	-416	Closed	-$7.68K	–	1079
2025 Q3	$7.68K	Buy	+416	New	+$6.79K	﹤0.01%	1313
2025 Q2	–	Sell	-416	Closed	-$6.76K	–	1093
2025 Q1	$6.76K	Hold	416	–	–	﹤0.01%	1346
2024 Q4	$6.68K	Hold	416	–	–	﹤0.01%	1327
2024 Q3	$7.75K	Hold	416	–	–	﹤0.01%	1216
2024 Q2	$7.01K	Hold	416	–	–	﹤0.01%	1538
2024 Q1	$6.89K	Buy	+416	New	+$7.09K	﹤0.01%	1286

Other funds holding HQH

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

TWML

Todd Wealth Management, LLC Venice, Florida $131M AUM 28.18% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

Mather Group's HQH Position: Q3 2026 in Review

Mather Group held its abrdn Healthcare Investors (HQH) position steady in Q3 2026 at 419 shares worth $8.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

Mather Group first reported a position in HQH in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.21K in Q2 2026. 27 funds tracked by Wall St. Rank hold HQH as of Q3 2026.

Mather Group held 419 shares of abrdn Healthcare Investors worth $8.75K as of Q3 2026.
Mather Group left its abrdn Healthcare Investors share count unchanged in Q3 2026.
abrdn Healthcare Investors made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1683 holding.
Mather Group first reported a position in abrdn Healthcare Investors in Q1 2024 and has held it in 9 quarters since.
Mather Group's abrdn Healthcare Investors position peaked at $9.21K in Q2 2026.
27 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.