PWPS
HQL

Pinnacle Wealth Planning Services’s abrdn Life Sciences Investors HQL Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio HQL Stock Details HQL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.8K Hold
1,989
– – ﹤0.01% 1430
2026
Q1 		$32.4K Buy
1,989
+269
+16% +$4.5K ﹤0.01% 1448
2025
Q4 		$28.9K Buy
+1,720
New +$28.9K ﹤0.01% 1540

Other funds holding HQL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its abrdn Life Sciences Investors (HQL) position steady in Q2 2026 at 1,989 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

Pinnacle Wealth Planning Services first reported a position in HQL in Q4 2025 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold HQL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,989 shares of abrdn Life Sciences Investors worth $39.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its abrdn Life Sciences Investors share count unchanged in Q2 2026.
  • abrdn Life Sciences Investors made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1430 holding.
  • Pinnacle Wealth Planning Services first reported a position in abrdn Life Sciences Investors in Q4 2025 and has held it in 3 quarters since.
  • 83 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q2 2026.

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