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

Sage Capital Management’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	$1.62M	Buy	73,807 +11,332	+18%	+$223K	0.63%	44
2026 Q1	$1.11M	Buy	62,475 +2,431	+4%	+$46K	0.52%	51
2025 Q4	$1.14M	Sell	60,044 -813	-1%	-$15.4K	0.53%	49
2025 Q3	$1.12M	Sell	60,857 -15,077	-20%	-$246K	0.51%	51
2025 Q2	$1.18M	Sell	75,934 -1,024	-1%	-$15.9K	0.57%	46
2025 Q1	$1.25M	Sell	76,958 -74,986	-49%	-$1.29M	0.68%	41
2024 Q4	$2.44M	Sell	151,944 -51,892	-25%	-$921K	1.23%	23
2024 Q3	$3.8M	Buy	203,836 +2,871	+1%	+$53.5K	1.82%	15
2024 Q2	$3.51M	Buy	200,965 +4,327	+2%	+$72.3K	1.84%	14
2024 Q1	$3.32M	Buy	196,638 +10,301	+6%	+$176K	1.8%	15
2023 Q4	$3.09M	Buy	+186,337	New	+$2.86M	1.85%	13

Other funds holding HQH

SIC

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

SAM

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

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

Sage Capital Management increased its abrdn Healthcare Investors (HQH) stake by 18% in Q2 2026, buying an estimated $223K and bringing the position to 73,807 shares worth $1.62M. The position accounts for 0.63% of the portfolio, ranked #44.

Sage Capital Management first reported a position in HQH in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.8M in Q3 2024. 36 funds tracked by Wall St. Rank hold HQH as of Q2 2026.

Sage Capital Management held 73,807 shares of abrdn Healthcare Investors worth $1.62M as of Q2 2026.
Sage Capital Management bought 11,332 abrdn Healthcare Investors shares in Q2 2026, an estimated $223K.
abrdn Healthcare Investors made up 0.63% of Sage Capital Management's portfolio in Q2 2026, its #44 holding.
Sage Capital Management first reported a position in abrdn Healthcare Investors in Q4 2023 and has held it in 11 quarters since.
Sage Capital Management's abrdn Healthcare Investors position peaked at $3.8M in Q3 2024.
36 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.