Newbridge Financial Services Group’s abrdn Healthcare Investors HQH Stock Holding History

Newbridge Financial Services 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
2025 Q4	–	Sell	-2,235	Closed	-$41.3K	–	1311
2025 Q3	$41.3K	Buy	2,235 +67	+3%	+$1.09K	0.01%	557
2025 Q2	$33.6K	Buy	+2,168	New	+$33.6K	0.01%	586
2021 Q3	–	Sell	-544	Closed	-$14K	–	1486
2021 Q2	$14K	Buy	544 +10	+2%	+$247	0.01%	883
2021 Q1	$13K	Hold	534	–	–	0.01%	818
2020 Q4	$13K	Sell	534 -386	-42%	-$8.39K	0.01%	649
2020 Q3	$19K	Buy	+920	New	+$19.4K	0.02%	514

Other funds holding HQH

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Newbridge Financial Services Group's HQH Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of abrdn Healthcare Investors (HQH) in Q4 2025, closing a stake of 2,235 shares — an estimated $41.3K sold.

Newbridge Financial Services Group first reported a position in HQH in Q3 2020 and held it in 6 quarters. The position peaked at $41.3K in Q3 2025. 123 funds tracked by Wall St. Rank hold HQH as of Q4 2025.

Newbridge Financial Services Group reported no remaining abrdn Healthcare Investors position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 2,235 abrdn Healthcare Investors shares in Q4 2025, an estimated $41.3K.
Newbridge Financial Services Group first reported a position in abrdn Healthcare Investors in Q3 2020 and held it in 6 quarters.
Newbridge Financial Services Group's abrdn Healthcare Investors position peaked at $41.3K in Q3 2025.
123 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.