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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NIM

Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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. 125 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.
125 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.