NIM
HQH

Needham Investment Management’s abrdn Healthcare Investors HQH Stock Holding History

Needham Investment 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
2026
Q1 		$5.54M Buy
311,284
+19,354
+7% +$366K 0.28% 89
2025
Q4 		$5.53M Hold
291,930
– – 0.35% 72
2025
Q3 		$5.39M Buy
291,930
+8,752
+3% +$143K 0.38% 71
2025
Q2 		$4.39M Buy
283,178
+18,705
+7% +$290K 0.35% 71
2025
Q1 		$4.3M Buy
264,473
+9,395
+4% +$161K 0.4% 70
2024
Q4 		$4.09M Hold
255,078
– – 0.32% 85
2024
Q3 		$4.75M Buy
255,078
+7,729
+3% +$144K 0.36% 78
2024
Q2 		$4.32M Buy
247,349
+8,343
+3% +$139K 0.35% 77
2024
Q1 		$4.03M Buy
239,006
+12,041
+5% +$205K 0.37% 76
2023
Q4 		$3.76M Hold
226,965
– – 0.47% 61
2023
Q3 		$3.53M Buy
226,965
+5,684
+3% +$94.8K 0.6% 51
2023
Q2 		$3.77M Buy
221,281
+4,950
+2% +$85.8K 0.62% 50
2023
Q1 		$3.82M Hold
216,331
– – 0.66% 47
2022
Q4 		$3.89M Sell
216,331
-118,469
-35% -$2.19M 0.7% 47
2022
Q3 		$5.79M Hold
334,800
– – 1.13% 35
2022
Q2 		$6.26M Hold
334,800
– – 1.17% 31
2022
Q1 		$6.95M Hold
334,800
– – 1.01% 33
2021
Q4 		$7.96M Hold
334,800
– – 1% 37
2021
Q3 		$8.56M Sell
334,800
-1,592
-0.5% -$41.9K 1.14% 31
2021
Q2 		$8.65M Hold
336,392
– – 1.27% 28
2021
Q1 		$8.21M Hold
336,392
– – 1.12% 36
2020
Q4 		$8.02M Sell
336,392
-15,000
-4% -$326K 1.35% 27
2020
Q3 		$7.25M Hold
351,392
– – 1.45% 27
2020
Q2 		$7.5M Hold
351,392
– – 1.6% 23
2020
Q1 		$6.26M Sell
351,392
-14,698
-4% -$290K 1.77% 16
2019
Q4 		$7.64M Hold
366,090
– – 2.08% 16
2019
Q3 		$6.71M Sell
366,090
-15,000
-4% -$289K 2.16% 19
2019
Q2 		$7.65M Sell
381,090
-11,000
-3% -$217K 2.52% 13
2019
Q1 		$8.05M Sell
392,090
-5,000
-1% -$102K 2.74% 13
2018
Q4 		$7.13M Hold
397,090
– – 2.67% 12
2018
Q3 		$9.19M Buy
397,090
+2,000
+0.5% +$45.3K 2.77% 12
2018
Q2 		$8.49M Hold
395,090
– – 2.38% 14
2018
Q1 		$8.51M Buy
395,090
+1,500
+0.4% +$34.5K 2.43% 14
2017
Q4 		$8.88M Buy
393,590
+2,500
+0.6% +$58.5K 2.36% 14
2017
Q3 		$9.87M Hold
391,090
– – 2.5% 13
2017
Q2 		$9.82M Sell
391,090
-5,933
-1% -$147K 2.61% 13
2017
Q1 		$9.54M Buy
397,023
+30,945
+8% +$727K 2.46% 13
2016
Q4 		$7.74M Buy
366,078
+8,458
+2% +$188K 1.98% 19
2016
Q3 		$8.52M Buy
357,620
+6,652
+2% +$167K 2.25% 17
2016
Q2 		$8.23M Hold
350,968
– – 2.27% 15
2016
Q1 		$8.42M Buy
350,968
+16,318
+5% +$388K 2.2% 15
2015
Q4 		$9.93M Hold
334,650
– – 2.47% 13
2015
Q3 		$9.24M Sell
334,650
-16,726
-5% -$569K 2.31% 13
2015
Q2 		$12.2M Sell
351,376
-86,201
-20% -$2.99M 2.65% 11
2015
Q1 		$14.9M Sell
437,577
-52,839
-11% -$1.77M 3.18% 9
2014
Q4 		$15.1M Hold
490,416
– – 3.18% 8
2014
Q3 		$13.6M Buy
490,416
+9,577
+2% +$260K 3.01% 9
2014
Q2 		$12.4M Buy
480,839
+116,983
+32% +$3.05M 2.59% 12
2014
Q1 		$9.68M Hold
363,856
– – 2.05% 16
2013
Q4 		$9.6M Hold
363,856
– – 1.99% 15
2013
Q3 		$8.53M Buy
363,856
+6,546
+2% +$155K 1.91% 19
2013
Q2 		$8.03M Buy
+357,310
New +$7.6M 1.88% 20

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
ZCP
Z3 Capital Partners Richmond, Virginia $476M 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

Needham Investment Management's HQH Position: Q1 2026 in Review

Needham Investment Management increased its abrdn Healthcare Investors (HQH) stake by 6.6% in Q1 2026, buying an estimated $366K and bringing the position to 311,284 shares worth $5.54M. The position accounts for 0.28% of the portfolio, ranked #89.

Needham Investment Management first reported a position in HQH in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.1M in Q4 2014. 128 funds tracked by Wall St. Rank hold HQH as of Q1 2026.

  • Needham Investment Management held 311,284 shares of abrdn Healthcare Investors worth $5.54M as of Q1 2026.
  • Needham Investment Management bought 19,354 abrdn Healthcare Investors shares in Q1 2026, an estimated $366K.
  • abrdn Healthcare Investors made up 0.28% of Needham Investment Management's portfolio in Q1 2026, its #89 holding.
  • Needham Investment Management first reported a position in abrdn Healthcare Investors in Q2 2013 and has held it in 52 quarters since.
  • Needham Investment Management's abrdn Healthcare Investors position peaked at $15.1M in Q4 2014.
  • 128 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2026.

Based on Needham Investment Management's 13F filing for Q1 2026, filed 15 May 2026.