RFP
HQH

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
Q1 		$2.6K Buy
+146
New +$2.76K ﹤0.01% 2202

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 $476M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Root Financial Partners's HQH Position: Q1 2026 in Review

Root Financial Partners opened a new position in abrdn Healthcare Investors (HQH) in Q1 2026: 146 shares worth $2.6K. The stake represents ﹤0.01% of the portfolio and ranks #2202 among its holdings.

128 funds tracked by Wall St. Rank hold HQH as of Q1 2026.

  • Root Financial Partners held 146 shares of abrdn Healthcare Investors worth $2.6K as of Q1 2026.
  • abrdn Healthcare Investors was a new Root Financial Partners position in Q1 2026.
  • abrdn Healthcare Investors made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2202 holding.
  • 128 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.