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 Q2	–	Sell	-146	Closed	-$2.6K	–	1640
2026 Q1	$2.6K	Buy	+146	New	+$2.76K	﹤0.01%	2202

Other funds holding HQH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Root Financial Partners's HQH Position: Q2 2026 in Review

Root Financial Partners sold out of abrdn Healthcare Investors (HQH) in Q2 2026, closing a stake of 146 shares — an estimated $2.6K sold.

Root Financial Partners first reported a position in HQH in Q1 2026 and held it in 1 quarter. The position peaked at $2.6K in Q1 2026. 125 funds tracked by Wall St. Rank hold HQH as of Q2 2026.

Root Financial Partners reported no remaining abrdn Healthcare Investors position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 146 abrdn Healthcare Investors shares in Q2 2026, an estimated $2.6K.
Root Financial Partners first reported a position in abrdn Healthcare Investors in Q1 2026 and held it in 1 quarter.
Root Financial Partners's abrdn Healthcare Investors position peaked at $2.6K in Q1 2026.
125 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.