Pinnacle Wealth Planning Services
HQH icon

Pinnacle Wealth Planning Services’s abrdn Healthcare Investors HQH Stock Holding History

Pinnacle Wealth Planning 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 		$18.7K Sell
896
-591
-40% -$13.1K ﹤0.01% 1811
2026
Q2 		$32.7K Sell
1,487
-264
-15% -$5.2K ﹤0.01% 1543
2026
Q1 		$31.2K Sell
1,751
-408
-19% -$7.72K ﹤0.01% 1464
2025
Q4 		$40.9K Buy
+2,159
New +$40.8K ﹤0.01% 1341

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Z3 Capital Partners
Z3 Capital Partners Richmond, Virginia $482M AUM 40.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
Samalin Investment Counsel
Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Pinnacle Wealth Planning Services's HQH Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its abrdn Healthcare Investors (HQH) stake by 40% in Q3 2026, selling an estimated $13.1K and leaving 896 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1811.

Pinnacle Wealth Planning Services first reported a position in HQH in Q4 2025 and has held it in 4 quarters since. The position peaked at $40.9K in Q4 2025. 117 funds tracked by Wall St. Rank hold HQH as of Q3 2026.

  • Pinnacle Wealth Planning Services held 896 shares of abrdn Healthcare Investors worth $18.7K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 591 abrdn Healthcare Investors shares in Q3 2026, an estimated $13.1K.
  • abrdn Healthcare Investors made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1811 holding.
  • Pinnacle Wealth Planning Services first reported a position in abrdn Healthcare Investors in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's abrdn Healthcare Investors position peaked at $40.9K in Q4 2025.
  • 117 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.