MAM
HQH

Milestone Asset Management’s abrdn Healthcare Investors HQH Stock Holding History

Milestone Asset 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
-11,913
Closed -$185K – 234
2025
Q2 		$185K Sell
11,913
-1,833
-13% -$28.4K 0.04% 200
2025
Q1 		$223K Buy
13,746
+3,215
+31% +$55.3K 0.05% 201
2024
Q4 		$169K Sell
10,531
-1,800
-15% -$31.9K 0.04% 221
2024
Q3 		$230K Sell
12,331
-897
-7% -$16.7K 0.05% 190
2024
Q2 		$231K Sell
13,228
-57
-0.4% -$952 0.06% 182
2024
Q1 		$224K Buy
13,285
+509
+4% +$8.67K 0.06% 157
2023
Q4 		$212K Buy
+12,776
New +$196K 0.07% 80

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Milestone Asset Management's HQH Position: Q3 2025 in Review

Milestone Asset Management sold out of abrdn Healthcare Investors (HQH) in Q3 2025, closing a stake of 11,913 shares — an estimated $185K sold.

Milestone Asset Management first reported a position in HQH in Q4 2023 and held it in 7 quarters. The position peaked at $231K in Q2 2024. 120 funds tracked by Wall St. Rank hold HQH as of Q3 2025.

  • Milestone Asset Management reported no remaining abrdn Healthcare Investors position as of Q3 2025 after selling out during the quarter.
  • Milestone Asset Management sold 11,913 abrdn Healthcare Investors shares in Q3 2025, an estimated $185K.
  • Milestone Asset Management first reported a position in abrdn Healthcare Investors in Q4 2023 and held it in 7 quarters.
  • Milestone Asset Management's abrdn Healthcare Investors position peaked at $231K in Q2 2024.
  • 120 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q3 2025.

Based on Milestone Asset Management's 13F filing for Q3 2025, filed 15 Oct 2025.