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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Mather Group's HQH Position: Q1 2026 in Review

Mather Group opened a new position in abrdn Healthcare Investors (HQH) in Q1 2026: 416 shares worth $7.4K. The stake represents ﹤0.01% of the portfolio and ranks #1518 among its holdings. This is a return to the name: Mather Group previously reported a position in HQH as recently as Q3 2025.

Mather Group first reported a position in HQH in Q1 2024 and has held it in 7 quarters since. The position peaked at $7.75K in Q3 2024. 128 funds tracked by Wall St. Rank hold HQH as of Q1 2026.

Mather Group held 416 shares of abrdn Healthcare Investors worth $7.4K as of Q1 2026.
abrdn Healthcare Investors was a new Mather Group position in Q1 2026.
abrdn Healthcare Investors made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1518 holding.
Mather Group first reported a position in abrdn Healthcare Investors in Q1 2024 and has held it in 7 quarters since.
Mather Group's abrdn Healthcare Investors position peaked at $7.75K in Q3 2024.
128 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.