Root Financial Partners’s abrdn Life Sciences Investors HQL Stock Holding History

Root Financial Partners’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 Q1	$2.28K	Buy	+140	New	+$2.34K	﹤0.01%	2264

Other funds holding HQL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Root Financial Partners opened a new position in abrdn Life Sciences Investors (HQL) in Q1 2026: 140 shares worth $2.28K. The stake represents ﹤0.01% of the portfolio and ranks #2264 among its holdings.

86 funds tracked by Wall St. Rank hold HQL as of Q1 2026.

Root Financial Partners held 140 shares of abrdn Life Sciences Investors worth $2.28K as of Q1 2026.
abrdn Life Sciences Investors was a new Root Financial Partners position in Q1 2026.
abrdn Life Sciences Investors made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2264 holding.
86 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q1 2026.

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