Root Financial Partners
HQH icon

Root Financial Partners’s abrdn Healthcare Investors HQH Stock Holding History

Root Financial Partners’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 		$3.01K Buy
+144
New +$3.2K ﹤0.01% 2449
2026
Q2 		– Sell
-146
Closed -$2.6K – 1640
2026
Q1 		$2.6K Buy
+146
New +$2.76K ﹤0.01% 2202

Other funds holding HQH

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
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Root Financial Partners's HQH Position: Q3 2026 in Review

Root Financial Partners opened a new position in abrdn Healthcare Investors (HQH) in Q3 2026: 144 shares worth $3.01K. The stake represents ﹤0.01% of the portfolio and ranks #2449 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HQH as recently as Q1 2026.

Root Financial Partners first reported a position in HQH in Q1 2026 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold HQH as of Q3 2026.

  • Root Financial Partners held 144 shares of abrdn Healthcare Investors worth $3.01K as of Q3 2026.
  • abrdn Healthcare Investors was a new Root Financial Partners position in Q3 2026.
  • abrdn Healthcare Investors made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2449 holding.
  • Root Financial Partners first reported a position in abrdn Healthcare Investors in Q1 2026 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.