SFS
HQH

Shaker Financial Services’s abrdn Healthcare Investors HQH Stock Holding History

Shaker Financial Services’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 		– Sell
-16,260
Closed -$289K – 159
2026
Q1 		$289K Sell
16,260
-5,295
-25% -$100K 0.1% 130
2025
Q4 		$408K Buy
+21,555
New +$407K 0.13% 142
2024
Q1 		– Sell
-13,050
Closed -$222K – 168
2023
Q4 		$222K Sell
13,050
-3,891
-23% -$59.8K 0.09% 142
2023
Q3 		$263K Hold
16,941
– – 0.12% 132
2023
Q2 		$289K Sell
16,941
-2,059
-11% -$35.7K 0.13% 133
2023
Q1 		$335K Hold
19,000
– – 0.15% 127
2022
Q4 		$342K Buy
+19,000
New +$352K 0.16% 121
2022
Q2 		– Sell
-29,000
Closed -$602K – 146
2022
Q1 		$602K Buy
+29,000
New +$616K 0.23% 104
2021
Q2 		– Sell
-10,834
Closed -$264K – 176
2021
Q1 		$264K Sell
10,834
-30,946
-74% -$755K 0.11% 149
2020
Q4 		$996K Hold
41,780
– – 0.42% 83
2020
Q3 		$862K Hold
41,780
– – 0.46% 71
2020
Q2 		$891K Sell
41,780
-1,003
-2% -$20.4K 0.49% 69
2020
Q1 		$762K Buy
42,783
+5,198
+14% +$103K 0.51% 70
2019
Q4 		$785K Sell
37,585
-7,444
-17% -$147K 0.36% 67
2019
Q3 		$826K Buy
45,029
+24,500
+119% +$472K 0.42% 71
2019
Q2 		$412K Hold
20,529
– – 0.21% 93
2019
Q1 		$422K Sell
20,529
-787
-4% -$16.1K 0.21% 92
2018
Q4 		$383K Sell
21,316
-4,554
-18% -$93.2K 0.22% 90
2018
Q3 		$599K Hold
25,870
– – 0.29% 83
2018
Q2 		$556K Hold
25,870
– – 0.27% 72
2018
Q1 		$557K Buy
25,870
+12,370
+92% +$285K 0.27% 82
2017
Q4 		$304K Buy
+13,500
New +$316K 0.14% 103
2015
Q4 		– Sell
-27,471
Closed -$758K – 116
2015
Q3 		$758K Buy
+27,471
New +$935K 0.57% 56
2013
Q4 		– Sell
-18,280
Closed -$429K – 170
2013
Q3 		$429K Buy
+18,280
New +$432K 0.32% 104

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Shaker Financial Services's HQH Position: Q2 2026 in Review

Shaker Financial Services sold out of abrdn Healthcare Investors (HQH) in Q2 2026, closing a stake of 16,260 shares — an estimated $289K sold.

Shaker Financial Services first reported a position in HQH in Q3 2013 and held it in 24 quarters. The position peaked at $996K in Q4 2020. 125 funds tracked by Wall St. Rank hold HQH as of Q2 2026.

  • Shaker Financial Services reported no remaining abrdn Healthcare Investors position as of Q2 2026 after selling out during the quarter.
  • Shaker Financial Services sold 16,260 abrdn Healthcare Investors shares in Q2 2026, an estimated $289K.
  • Shaker Financial Services first reported a position in abrdn Healthcare Investors in Q3 2013 and held it in 24 quarters.
  • Shaker Financial Services's abrdn Healthcare Investors position peaked at $996K in Q4 2020.
  • 125 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.