SOA Wealth Advisors’s abrdn Healthcare Investors HQH Stock Holding History

SOA Wealth Advisors’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	$71.9K	Hold	3,271	–	–	0.01%	323
2026 Q1	$58.2K	Hold	3,271	–	–	0.01%	339
2025 Q4	$62K	Hold	3,271	–	–	0.01%	335
2025 Q3	$60.4K	Hold	3,271	–	–	0.01%	349
2025 Q2	$50.7K	Sell	3,271 -2,500	-43%	-$38.7K	0.01%	366
2025 Q1	$93.7K	Sell	5,771 -66	-1%	-$1.13K	0.02%	270
2024 Q4	$93.7K	Hold	5,837	–	–	0.02%	259
2024 Q3	$109K	Hold	5,837	–	–	0.02%	243
2024 Q2	$102K	Hold	5,837	–	–	0.02%	248
2024 Q1	$98.4K	Hold	5,837	–	–	0.02%	247
2023 Q4	$96.7K	Hold	5,837	–	–	0.02%	239
2023 Q3	$90.8K	Hold	5,837	–	–	0.02%	236
2023 Q2	$99.5K	Hold	5,837	–	–	0.02%	235
2023 Q1	$103K	Hold	5,837	–	–	0.03%	224
2022 Q4	$105K	Sell	5,837 -684	-10%	-$12.7K	0.03%	218
2022 Q3	$112K	Hold	6,521	–	–	0.03%	193
2022 Q2	$121K	Hold	6,521	–	–	0.04%	188
2022 Q1	$135K	Hold	6,521	–	–	0.03%	206
2021 Q4	$157K	Sell	6,521 -79	-1%	-$1.97K	0.04%	183
2021 Q3	$168K	Hold	6,600	–	–	0.04%	167
2021 Q2	$169K	Buy	6,600 +1,000	+18%	+$24.7K	0.04%	167
2021 Q1	$136K	Hold	5,600	–	–	0.04%	167
2020 Q4	$143K	Buy	+5,600	New	+$122K	0.04%	157

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

SOA Wealth Advisors's HQH Position: Q2 2026 in Review

SOA Wealth Advisors held its abrdn Healthcare Investors (HQH) position steady in Q2 2026 at 3,271 shares worth $71.9K. The position accounts for 0.01% of the portfolio, ranked #323.

SOA Wealth Advisors first reported a position in HQH in Q4 2020 and has held it in 23 quarters since. The position peaked at $169K in Q2 2021. 126 funds tracked by Wall St. Rank hold HQH as of Q2 2026.

SOA Wealth Advisors held 3,271 shares of abrdn Healthcare Investors worth $71.9K as of Q2 2026.
SOA Wealth Advisors left its abrdn Healthcare Investors share count unchanged in Q2 2026.
abrdn Healthcare Investors made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #323 holding.
SOA Wealth Advisors first reported a position in abrdn Healthcare Investors in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's abrdn Healthcare Investors position peaked at $169K in Q2 2021.
126 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.