SFS
HQL icon

Shaker Financial Services’s abrdn Life Sciences Investors HQL Stock Holding History

Shaker Financial Services’s Portfolio HQL Stock Details HQL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-11,026
Closed -$221K – 153
2026
Q2 		$221K Sell
11,026
-63,191
-85% -$1.12M 0.07% 133
2026
Q1 		$1.21M Sell
74,217
-41,202
-36% -$689K 0.42% 81
2025
Q4 		$1.94M Sell
115,419
-82,385
-42% -$1.38M 0.61% 64
2025
Q3 		$3.07M Buy
197,804
+166,742
+537% +$2.28M 1.05% 33
2025
Q2 		$398K Buy
31,062
+7,632
+33% +$94.1K 0.14% 115
2025
Q1 		$297K Buy
+23,430
New +$317K 0.12% 132
2024
Q1 		– Sell
-61,683
Closed -$840K – 169
2023
Q4 		$840K Sell
61,683
-4,845
-7% -$59.6K 0.34% 85
2023
Q3 		$830K Buy
66,528
+1,342
+2% +$17.7K 0.39% 83
2023
Q2 		$883K Sell
65,186
-1,342
-2% -$18.5K 0.39% 82
2023
Q1 		$927K Buy
66,528
+1,500
+2% +$21.4K 0.41% 80
2022
Q4 		$924K Buy
65,028
+3,161
+5% +$45.8K 0.43% 71
2022
Q3 		$845K Buy
61,867
+5,000
+9% +$74.7K 0.42% 73
2022
Q2 		$809K Buy
56,867
+40,583
+249% +$613K 0.39% 71
2022
Q1 		$269K Buy
+16,284
New +$280K 0.1% 133
2021
Q3 		– Sell
-59,972
Closed -$1.29M – 154
2021
Q2 		$1.29M Buy
59,972
+40,441
+207% +$816K 0.48% 80
2021
Q1 		$385K Buy
19,531
+835
+4% +$17.2K 0.15% 135
2020
Q4 		$369K Hold
18,696
– – 0.15% 132
2020
Q3 		$329K Hold
18,696
– – 0.18% 123
2020
Q2 		$336K Buy
18,696
+2,660
+17% +$45.6K 0.19% 126
2020
Q1 		$240K Buy
+16,036
New +$263K 0.16% 134
2014
Q1 		– Sell
-52,133
Closed -$1.07M – 156
2013
Q4 		$1.07M Buy
52,133
+29,012
+125% +$563K 0.74% 50
2013
Q3 		$445K Buy
+23,121
New +$443K 0.33% 100

Other funds holding HQL

PFO
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Shaker Financial Services's HQL Position: Q3 2026 in Review

Shaker Financial Services sold out of abrdn Life Sciences Investors (HQL) in Q3 2026, closing a stake of 11,026 shares — an estimated $221K sold.

Shaker Financial Services first reported a position in HQL in Q3 2013 and held it in 22 quarters. The position peaked at $3.07M in Q3 2025. 6 funds tracked by Wall St. Rank hold HQL as of Q3 2026.

  • Shaker Financial Services reported no remaining abrdn Life Sciences Investors position as of Q3 2026 after selling out during the quarter.
  • Shaker Financial Services sold 11,026 abrdn Life Sciences Investors shares in Q3 2026, an estimated $221K.
  • Shaker Financial Services first reported a position in abrdn Life Sciences Investors in Q3 2013 and held it in 22 quarters.
  • Shaker Financial Services's abrdn Life Sciences Investors position peaked at $3.07M in Q3 2025.
  • 6 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q3 2026.

Based on Shaker Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.