SCA
HQH

Sage Capital Advisors’s abrdn Healthcare Investors HQH Stock Holding History

Sage Capital Advisors’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 		$434K Buy
19,727
+439
+2% +$8.64K 0.09% 112
2026
Q1 		$343K Buy
19,288
+1,445
+8% +$27.3K 0.08% 112
2025
Q4 		$338K Sell
17,843
-3,950
-18% -$74.6K 0.08% 113
2025
Q3 		$402K Sell
21,793
-107
-0.5% -$1.75K 0.1% 108
2025
Q2 		$339K Sell
21,900
-1,265
-5% -$19.6K 0.08% 113
2025
Q1 		$376K Buy
23,165
+1,124
+5% +$19.3K 0.1% 105
2024
Q4 		$354K Sell
22,041
-6,692
-23% -$119K 0.09% 112
2024
Q3 		$535K Buy
28,733
+1,289
+5% +$24K 0.14% 93
2024
Q2 		$479K Buy
27,444
+3,882
+16% +$64.8K 0.14% 94
2024
Q1 		$397K Buy
23,562
+1,033
+5% +$17.6K 0.12% 104
2023
Q4 		$373K Sell
22,529
-4,093
-15% -$62.9K 0.12% 96
2023
Q3 		$414K Buy
26,622
+1,365
+5% +$22.8K 0.15% 85
2023
Q2 		$431K Buy
25,257
+346
+1% +$6K 0.15% 85
2023
Q1 		$440K Buy
24,911
+1,911
+8% +$34.8K 0.17% 81
2022
Q4 		$414K Sell
23,000
-122
-0.5% -$2.26K 0.18% 80
2022
Q3 		$400K Buy
23,122
+5,299
+30% +$101K 0.2% 76
2022
Q2 		$333K Buy
17,823
+226
+1% +$4.47K 0.16% 80
2022
Q1 		$377K Buy
17,597
+226
+1% +$4.8K 0.15% 79
2021
Q4 		$388K Buy
17,371
+198
+1% +$4.93K 0.15% 77
2021
Q3 		$439K Buy
17,173
+922
+6% +$24.3K 0.19% 74
2021
Q2 		$419K Buy
16,251
+176
+1% +$4.34K 0.17% 78
2021
Q1 		$392K Buy
16,075
+3,575
+29% +$87.2K 0.18% 77
2020
Q4 		$311K Buy
12,500
+1,413
+13% +$30.7K 0.15% 85
2020
Q3 		$229K Buy
+11,087
New +$234K 0.14% 85

Other funds holding HQH

ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Sage Capital Advisors's HQH Position: Q2 2026 in Review

Sage Capital Advisors increased its abrdn Healthcare Investors (HQH) stake by 2.3% in Q2 2026, buying an estimated $8.64K and bringing the position to 19,727 shares worth $434K. The position accounts for 0.09% of the portfolio, ranked #112.

Sage Capital Advisors first reported a position in HQH in Q3 2020 and has held it in 24 quarters since. The position peaked at $535K in Q3 2024. 47 funds tracked by Wall St. Rank hold HQH as of Q2 2026.

  • Sage Capital Advisors held 19,727 shares of abrdn Healthcare Investors worth $434K as of Q2 2026.
  • Sage Capital Advisors bought 439 abrdn Healthcare Investors shares in Q2 2026, an estimated $8.64K.
  • abrdn Healthcare Investors made up 0.09% of Sage Capital Advisors's portfolio in Q2 2026, its #112 holding.
  • Sage Capital Advisors first reported a position in abrdn Healthcare Investors in Q3 2020 and has held it in 24 quarters since.
  • Sage Capital Advisors's abrdn Healthcare Investors position peaked at $535K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.