Samalin Investment Counsel’s abrdn Healthcare Investors HQH Stock Holding History

Samalin Investment Counsel’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	$3.4M	Buy	154,616 +28,768	+23%	+$567K	1.06%	24
2026 Q1	$2.24M	Buy	125,848 +44,099	+54%	+$834K	0.79%	30
2025 Q4	$1.55M	Sell	81,749 -10,537	-11%	-$199K	0.55%	39
2025 Q3	$1.7M	Buy	92,286 +4,436	+5%	+$72.5K	0.59%	34
2025 Q2	$1.36M	Buy	87,850 +7,802	+10%	+$121K	0.52%	42
2025 Q1	$1.3M	Buy	80,048 +7,204	+10%	+$124K	0.53%	42
2024 Q4	$1.17M	Buy	72,844 +4,875	+7%	+$86.5K	0.5%	44
2024 Q3	$1.27M	Buy	67,969 +685	+1%	+$12.8K	0.55%	42
2024 Q2	$1.17M	Buy	67,284 +7,803	+13%	+$130K	0.55%	42
2024 Q1	$1M	Buy	59,481 +4,436	+8%	+$75.6K	0.48%	56
2023 Q4	$912K	Buy	55,045 +11,354	+26%	+$175K	0.46%	56
2023 Q3	$679K	Buy	43,691 +15,281	+54%	+$255K	0.39%	77
2023 Q2	$484K	Buy	28,410 +8,002	+39%	+$139K	0.26%	117
2023 Q1	$360K	Buy	+20,408	New	+$371K	0.22%	136

Other funds holding HQH

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Samalin Investment Counsel's HQH Position: Q2 2026 in Review

Samalin Investment Counsel increased its abrdn Healthcare Investors (HQH) stake by 23% in Q2 2026, buying an estimated $567K and bringing the position to 154,616 shares worth $3.4M. The position accounts for 1.06% of the portfolio, ranked #24.

Samalin Investment Counsel first reported a position in HQH in Q1 2023 and has held it in 14 quarters since. 46 funds tracked by Wall St. Rank hold HQH as of Q2 2026.

Samalin Investment Counsel held 154,616 shares of abrdn Healthcare Investors worth $3.4M as of Q2 2026.
Samalin Investment Counsel bought 28,768 abrdn Healthcare Investors shares in Q2 2026, an estimated $567K.
abrdn Healthcare Investors made up 1.06% of Samalin Investment Counsel's portfolio in Q2 2026, its #24 holding.
Samalin Investment Counsel first reported a position in abrdn Healthcare Investors in Q1 2023 and has held it in 14 quarters since.
46 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.