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HQL

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
Q2 		– Sell
-140
Closed -$2.28K – 1641
2026
Q1 		$2.28K Buy
+140
New +$2.34K ﹤0.01% 2264

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

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

Root Financial Partners sold out of abrdn Life Sciences Investors (HQL) in Q2 2026, closing a stake of 140 shares — an estimated $2.28K sold.

Root Financial Partners first reported a position in HQL in Q1 2026 and held it in 1 quarter. The position peaked at $2.28K in Q1 2026. 83 funds tracked by Wall St. Rank hold HQL as of Q2 2026.

  • Root Financial Partners reported no remaining abrdn Life Sciences Investors position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 140 abrdn Life Sciences Investors shares in Q2 2026, an estimated $2.28K.
  • Root Financial Partners first reported a position in abrdn Life Sciences Investors in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's abrdn Life Sciences Investors position peaked at $2.28K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q2 2026.

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