Morgan Stanley’s abrdn Healthcare Investors HQH Stock Holding History

Morgan Stanley’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	$80.5M	Sell	4,526,539 -156,927	-3%	-$2.97M	﹤0.01%	1628
2025 Q4	$88.7M	Buy	4,683,466 +481,548	+11%	+$9.09M	0.01%	1555
2025 Q3	$77.6M	Buy	4,201,918 +415,526	+11%	+$6.79M	﹤0.01%	1633
2025 Q2	$58.7M	Buy	3,786,392 +409,300	+12%	+$6.34M	﹤0.01%	1778
2025 Q1	$54.8M	Buy	3,377,092 +159,171	+5%	+$2.74M	﹤0.01%	1735
2024 Q4	$51.6M	Sell	3,217,921 -128,246	-4%	-$2.28M	﹤0.01%	1812
2024 Q3	$62.3M	Buy	3,346,167 +174,112	+5%	+$3.24M	﹤0.01%	1631
2024 Q2	$55.4M	Buy	3,172,055 +63,315	+2%	+$1.06M	﹤0.01%	1665
2024 Q1	$52.4M	Sell	3,108,740 -2,934,812	-49%	-$50M	﹤0.01%	1713
2023 Q4	$100M	Buy	6,043,552 +2,817,279	+87%	+$43.3M	﹤0.01%	1725
2023 Q3	$50.2M	Buy	3,226,273 +26,809	+0.8%	+$447K	0.01%	1574
2023 Q2	$54.6M	Buy	3,199,464 +27,725	+0.9%	+$481K	0.01%	1510
2023 Q1	$56M	Buy	3,171,739 +52,939	+2%	+$963K	0.01%	1447
2022 Q4	$56.1M	Buy	3,118,800 +144,494	+5%	+$2.68M	0.01%	1403
2022 Q3	$51.4M	Sell	2,974,306 -11,073	-0.4%	-$212K	0.01%	1294
2022 Q2	$55.8M	Buy	2,985,379 +75,687	+3%	+$1.5M	0.01%	1297
2022 Q1	$60.4M	Sell	2,909,692 -347,368	-11%	-$7.38M	0.01%	1172
2021 Q4	$77.4M	Buy	3,257,060 +36,649	+1%	+$913K	0.01%	1046
2021 Q3	$82.3M	Buy	3,220,411 +142,576	+5%	+$3.75M	0.01%	951
2021 Q2	$79.2M	Buy	3,077,835 +50,094	+2%	+$1.24M	0.01%	995
2021 Q1	$73.9M	Sell	3,027,741 -33,093	-1%	-$807K	0.01%	927
2020 Q4	$72.9M	Sell	3,060,834 -50,396	-2%	-$1.09M	0.01%	867
2020 Q3	$64.2M	Buy	3,111,230 +120,030	+4%	+$2.54M	0.01%	786
2020 Q2	$63.8M	Sell	2,991,200 -17,117	-0.6%	-$349K	0.01%	733
2020 Q1	$53.6M	Sell	3,008,317 -104,232	-3%	-$2.06M	0.01%	714
2019 Q4	$65M	Buy	3,112,549 +56,621	+2%	+$1.12M	0.02%	794
2019 Q3	$56M	Sell	3,055,928 -79,827	-3%	-$1.54M	0.01%	796
2019 Q2	$63M	Buy	3,135,755 +14,681	+0.5%	+$290K	0.02%	742
2019 Q1	$64.1M	Sell	3,121,074 -149,003	-5%	-$3.05M	0.02%	714
2018 Q4	$58.7M	Sell	3,270,077 -823	-0%	-$16.8K	0.02%	739
2018 Q3	$75.7M	Buy	3,270,900 +200,653	+7%	+$4.54M	0.02%	732
2018 Q2	$66M	Sell	3,070,247 -217,545	-7%	-$4.63M	0.02%	763
2018 Q1	$70.8M	Sell	3,287,792 -100,019	-3%	-$2.3M	0.02%	742
2017 Q4	$76.4M	Sell	3,387,811 -246	-0%	-$5.76K	0.02%	699
2017 Q3	$85.5M	Buy	3,388,057 +99,008	+3%	+$2.49M	0.03%	643
2017 Q2	$82.6M	Buy	3,289,049 +61,382	+2%	+$1.52M	0.02%	648
2017 Q1	$77.6M	Buy	3,227,667 +103,435	+3%	+$2.43M	0.02%	686
2016 Q4	$66M	Sell	3,124,232 -124,332	-4%	-$2.77M	0.02%	721
2016 Q3	$77.3M	Sell	3,248,564 -83,441	-3%	-$2.1M	0.03%	631
2016 Q2	$78.1M	Buy	3,332,005 +43,505	+1%	+$1.08M	0.03%	593
2016 Q1	$78.9M	Sell	3,288,500 -304,190	-8%	-$7.24M	0.03%	548
2015 Q4	$107M	Buy	3,592,690 +265,609	+8%	+$8.2M	0.04%	464
2015 Q3	$91.8M	Sell	3,327,081 -77,781	-2%	-$2.65M	0.03%	504
2015 Q2	$118M	Buy	3,404,862 +165,394	+5%	+$5.74M	0.04%	449
2015 Q1	$110M	Sell	3,239,468 -32,441	-1%	-$1.09M	0.04%	474
2014 Q4	$101M	Sell	3,271,909 -127,407	-4%	-$3.83M	0.04%	515
2014 Q3	$94.4M	Buy	3,399,316 +456,257	+16%	+$12.4M	0.04%	534
2014 Q2	$75.9M	Buy	2,943,059 +759,425	+35%	+$19.8M	0.03%	609
2014 Q1	$58.1M	Buy	2,183,634 +157,343	+8%	+$4.37M	0.02%	682
2013 Q4	$53.4M	Buy	2,026,291 +7,223	+0.4%	+$177K	0.02%	694
2013 Q3	$47.3M	Buy	2,019,068 +101,866	+5%	+$2.41M	0.02%	715
2013 Q2	$43.1M	Buy	+1,917,202	New	+$40.8M	0.02%	713

Other funds holding HQH

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Morgan Stanley's HQH Position: Q1 2026 in Review

Morgan Stanley reduced its abrdn Healthcare Investors (HQH) stake by 3.4% in Q1 2026, selling an estimated $2.97M and leaving 4,526,539 shares worth $80.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

Morgan Stanley first reported a position in HQH in Q2 2013 and has held it in 52 quarters since. The position peaked at $118M in Q2 2015. 128 funds tracked by Wall St. Rank hold HQH as of Q1 2026.

Morgan Stanley held 4,526,539 shares of abrdn Healthcare Investors worth $80.5M as of Q1 2026.
Morgan Stanley sold 156,927 abrdn Healthcare Investors shares in Q1 2026, an estimated $2.97M.
abrdn Healthcare Investors made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #1628 holding.
Morgan Stanley first reported a position in abrdn Healthcare Investors in Q2 2013 and has held it in 52 quarters since.
Morgan Stanley's abrdn Healthcare Investors position peaked at $118M in Q2 2015.
128 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.