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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

NWF Advisory Services's HQH Position: Q1 2026 in Review

NWF Advisory Services reduced its abrdn Healthcare Investors (HQH) stake by 1.8% in Q1 2026, selling an estimated $35K and leaving 100,769 shares worth $1.79M. The position accounts for 0.2% of the portfolio, ranked #89.

NWF Advisory Services first reported a position in HQH in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.57M in Q3 2025. 128 funds tracked by Wall St. Rank hold HQH as of Q1 2026.

NWF Advisory Services held 100,769 shares of abrdn Healthcare Investors worth $1.79M as of Q1 2026.
NWF Advisory Services sold 1,849 abrdn Healthcare Investors shares in Q1 2026, an estimated $35K.
abrdn Healthcare Investors made up 0.2% of NWF Advisory Services's portfolio in Q1 2026, its #89 holding.
NWF Advisory Services first reported a position in abrdn Healthcare Investors in Q1 2023 and has held it in 12 quarters since.
NWF Advisory Services's abrdn Healthcare Investors position peaked at $2.57M in Q3 2025.
128 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.