Rothschild Investment LLC’s abrdn Healthcare Investors HQH Stock Holding History

Rothschild Investment LLC’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	$146K	Buy	6,645 +197	+3%	+$3.88K	0.01%	949
2026 Q1	$115K	Buy	6,448 +399	+7%	+$7.55K	0.01%	837
2025 Q4	$115K	Hold	6,049	–	–	0.01%	769
2025 Q3	$112K	Buy	6,049 +180	+3%	+$2.94K	0.01%	768
2025 Q2	$90.9K	Buy	5,869 +386	+7%	+$5.98K	0.01%	663
2025 Q1	$89K	Buy	5,483 +194	+4%	+$3.33K	0.01%	653
2024 Q4	$84.9K	Hold	5,289	–	–	0.01%	672
2024 Q3	$98.5K	Sell	5,289 -490	-8%	-$9.13K	0.01%	650
2024 Q2	$101K	Buy	5,779 +194	+3%	+$3.24K	0.01%	618
2024 Q1	$94.2K	Buy	5,585 +280	+5%	+$4.77K	0.01%	606
2023 Q4	$87.9K	Buy	+5,305	New	+$81.6K	0.01%	555

Other funds holding HQH

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

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SIC

Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rothschild Investment LLC's HQH Position: Q2 2026 in Review

Rothschild Investment LLC increased its abrdn Healthcare Investors (HQH) stake by 3.1% in Q2 2026, buying an estimated $3.88K and bringing the position to 6,645 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #949.

Rothschild Investment LLC first reported a position in HQH in Q4 2023 and has held it in 11 quarters since. 71 funds tracked by Wall St. Rank hold HQH as of Q2 2026.

Rothschild Investment LLC held 6,645 shares of abrdn Healthcare Investors worth $146K as of Q2 2026.
Rothschild Investment LLC bought 197 abrdn Healthcare Investors shares in Q2 2026, an estimated $3.88K.
abrdn Healthcare Investors made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #949 holding.
Rothschild Investment LLC first reported a position in abrdn Healthcare Investors in Q4 2023 and has held it in 11 quarters since.
71 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.