NWF Advisory Services’s abrdn Healthcare Investors HQH Stock Holding History

NWF Advisory Services’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 Q3	$2.15M	Buy	102,861 +4,354	+4%	+$96.6K	0.2%	92
2026 Q2	$2.17M	Sell	98,507 -2,262	-2%	-$44.5K	0.2%	90
2026 Q1	$1.79M	Sell	100,769 -1,849	-2%	-$35K	0.2%	89
2025 Q4	$1.94M	Sell	102,618 -36,370	-26%	-$687K	0.21%	82
2025 Q3	$2.57M	Buy	138,988 +35,326	+34%	+$577K	0.28%	76
2025 Q2	$1.61M	Buy	103,662 +4,981	+5%	+$77.1K	0.19%	91
2025 Q1	$1.6M	Buy	+98,681	New	+$1.7M	0.23%	83
2024 Q4	–	Sell	-75,471	Closed	-$1.41M	–	349
2024 Q3	$1.41M	Buy	75,471 +5,129	+7%	+$95.6K	0.2%	89
2024 Q2	$1.23M	Buy	70,342 +6,208	+10%	+$104K	0.2%	86
2024 Q1	$1.08M	Buy	64,134 +6,691	+12%	+$114K	0.18%	97
2023 Q4	$952K	Sell	57,443 -25,899	-31%	-$398K	0.19%	97
2023 Q3	$1.3M	Sell	83,342 -27	-0%	-$450	0.31%	64
2023 Q2	$1.42M	Hold	83,369	–	–	0.33%	59
2023 Q1	$1.42M	Buy	+83,369	New	+$1.52M	0.33%	59

Other funds holding HQH

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

TWML

Todd Wealth Management, LLC Venice, Florida $131M AUM 28.18% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

NWF Advisory Services's HQH Position: Q3 2026 in Review

NWF Advisory Services increased its abrdn Healthcare Investors (HQH) stake by 4.4% in Q3 2026, buying an estimated $96.6K and bringing the position to 102,861 shares worth $2.15M. The position accounts for 0.2% of the portfolio, ranked #92.

NWF Advisory Services first reported a position in HQH in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.57M in Q3 2025. 26 funds tracked by Wall St. Rank hold HQH as of Q3 2026.

NWF Advisory Services held 102,861 shares of abrdn Healthcare Investors worth $2.15M as of Q3 2026.
NWF Advisory Services bought 4,354 abrdn Healthcare Investors shares in Q3 2026, an estimated $96.6K.
abrdn Healthcare Investors made up 0.2% of NWF Advisory Services's portfolio in Q3 2026, its #92 holding.
NWF Advisory Services first reported a position in abrdn Healthcare Investors in Q1 2023 and has held it in 14 quarters since.
NWF Advisory Services's abrdn Healthcare Investors position peaked at $2.57M in Q3 2025.
26 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.