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

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

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

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

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. 33 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.
33 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.