PWPS
HQH

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
Q1 		$31.1K 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 $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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
LPL Financial San Diego, California $377B AUM 19.32% 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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle Wealth Planning Services's HQH Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its abrdn Healthcare Investors (HQH) stake by 19% in Q1 2026, selling an estimated $7.72K and leaving 1,751 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

Pinnacle Wealth Planning Services first reported a position in HQH in Q4 2025 and has held it in 2 quarters since. The position peaked at $40.9K in Q4 2025. 128 funds tracked by Wall St. Rank hold HQH as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,751 shares of abrdn Healthcare Investors worth $31.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 408 abrdn Healthcare Investors shares in Q1 2026, an estimated $7.72K.
  • abrdn Healthcare Investors made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1464 holding.
  • Pinnacle Wealth Planning Services first reported a position in abrdn Healthcare Investors in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's abrdn Healthcare Investors position peaked at $40.9K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.