OIA
HQH

Optimum Investment Advisors’s abrdn Healthcare Investors HQH Stock Holding History

Optimum Investment Advisors’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
Q3 		$24.9K Hold
1,350
– – 0.01% 422
2025
Q2 		$20.9K Hold
1,350
– – 0.01% 435
2025
Q1 		$21.9K Hold
1,350
– – 0.01% 431
2024
Q4 		$21.7K Hold
1,350
– – 0.01% 424
2024
Q3 		$25.1K Hold
1,350
– – 0.01% 425
2024
Q2 		$23.6K Buy
1,350
+1,000
+286% +$16.7K 0.01% 430
2024
Q1 		$5.9K Hold
350
– – ﹤0.01% 558
2023
Q4 		$5.8K Hold
350
– – ﹤0.01% 552
2023
Q3 		$5.44K Hold
350
– – ﹤0.01% 599
2023
Q2 		$5.97K Hold
350
– – ﹤0.01% 594
2023
Q1 		$6.18K Hold
350
– – ﹤0.01% 602
2022
Q4 		$6.3K Hold
350
– – ﹤0.01% 608
2022
Q3 		$6K Hold
350
– – ﹤0.01% 633
2022
Q2 		$7K Hold
350
– – ﹤0.01% 635
2022
Q1 		$7K Hold
350
– – ﹤0.01% 688
2021
Q4 		$8K Hold
350
– – ﹤0.01% 695
2021
Q3 		$9K Hold
350
– – ﹤0.01% 693
2021
Q2 		$9K Hold
350
– – ﹤0.01% 756
2021
Q1 		$9K Hold
350
– – ﹤0.01% 771
2020
Q4 		$8K Hold
350
– – ﹤0.01% 748
2020
Q3 		$7K Hold
350
– – ﹤0.01% 726
2020
Q2 		$7K Hold
350
– – ﹤0.01% 721
2020
Q1 		$6K Sell
350
-1,250
-78% -$24.7K ﹤0.01% 732
2019
Q4 		$33K Hold
1,600
– – 0.01% 594
2019
Q3 		$29K Sell
1,600
-1,350
-46% -$26K 0.01% 618
2019
Q2 		$59K Hold
2,950
– – 0.02% 473
2019
Q1 		$61K Hold
2,950
– – 0.02% 469
2018
Q4 		$53K Sell
2,950
-1,000
-25% -$20.5K 0.02% 464
2018
Q3 		$91K Hold
3,950
– – 0.03% 414
2018
Q2 		$85K Hold
3,950
– – 0.02% 425
2018
Q1 		$85K Buy
+3,950
New +$90.9K 0.03% 437

Other funds holding HQH

Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
LPL Financial
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
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Optimum Investment Advisors's HQH Position: Q3 2025 in Review

Optimum Investment Advisors held its abrdn Healthcare Investors (HQH) position steady in Q3 2025 at 1,350 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #422.

Optimum Investment Advisors first reported a position in HQH in Q1 2018 and has held it in 31 quarters since. The position peaked at $91K in Q3 2018. 120 funds tracked by Wall St. Rank hold HQH as of Q3 2025.

  • Optimum Investment Advisors held 1,350 shares of abrdn Healthcare Investors worth $24.9K as of Q3 2025.
  • Optimum Investment Advisors left its abrdn Healthcare Investors share count unchanged in Q3 2025.
  • abrdn Healthcare Investors made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #422 holding.
  • Optimum Investment Advisors first reported a position in abrdn Healthcare Investors in Q1 2018 and has held it in 31 quarters since.
  • Optimum Investment Advisors's abrdn Healthcare Investors position peaked at $91K in Q3 2018.
  • 120 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.