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
Q2 		$32.7K Sell
1,487
-264
-15% -$5.2K ﹤0.01% 1543
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 $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pinnacle Wealth Planning Services's HQH Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its abrdn Healthcare Investors (HQH) stake by 15% in Q2 2026, selling an estimated $5.2K and leaving 1,487 shares worth $32.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

Pinnacle Wealth Planning Services first reported a position in HQH in Q4 2025 and has held it in 3 quarters since. The position peaked at $40.9K in Q4 2025. 126 funds tracked by Wall St. Rank hold HQH as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,487 shares of abrdn Healthcare Investors worth $32.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 264 abrdn Healthcare Investors shares in Q2 2026, an estimated $5.2K.
  • abrdn Healthcare Investors made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1543 holding.
  • Pinnacle Wealth Planning Services first reported a position in abrdn Healthcare Investors in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's abrdn Healthcare Investors position peaked at $40.9K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.