Spire Wealth Management’s abrdn Healthcare Investors HQH Stock Holding History

Spire Wealth Management’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	$11.8K	Hold	535	–	–	﹤0.01%	1598
2026 Q1	$9.52K	Hold	535	–	–	﹤0.01%	1631
2025 Q4	$10.1K	Hold	535	–	–	﹤0.01%	1693
2025 Q3	$9.88K	Hold	535	–	–	﹤0.01%	1754
2025 Q2	$8.29K	Hold	535	–	–	﹤0.01%	1780
2025 Q1	$8.69K	Hold	535	–	–	﹤0.01%	1877
2024 Q4	$8.59K	Hold	535	–	–	﹤0.01%	1882
2024 Q3	$9.96K	Hold	535	–	–	﹤0.01%	1635
2024 Q2	$9.34K	Hold	535	–	–	﹤0.01%	1656
2024 Q1	$9.02K	Hold	535	–	–	﹤0.01%	1744
2023 Q4	$9.18K	Hold	535	–	–	﹤0.01%	1779
2023 Q3	$8.32K	Hold	535	–	–	﹤0.01%	1780
2023 Q2	$9.12K	Hold	535	–	–	﹤0.01%	1843
2023 Q1	$9.44K	Sell	535 -100	-16%	-$1.82K	﹤0.01%	1868
2022 Q4	$11K	Hold	635	–	–	﹤0.01%	1575
2022 Q3	$11K	Sell	635 -100	-14%	-$1.91K	﹤0.01%	1536
2022 Q2	$14K	Buy	735 +200	+37%	+$3.96K	﹤0.01%	1796
2022 Q1	$11K	Hold	535	–	–	﹤0.01%	1996
2021 Q4	$13K	Hold	535	–	–	﹤0.01%	2277
2021 Q3	$14K	Hold	535	–	–	﹤0.01%	1984
2021 Q2	$14K	Hold	535	–	–	﹤0.01%	2005
2021 Q1	$13K	Buy	+535	New	+$13K	﹤0.01%	2327

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

Spire Wealth Management's HQH Position: Q2 2026 in Review

Spire Wealth Management held its abrdn Healthcare Investors (HQH) position steady in Q2 2026 at 535 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

Spire Wealth Management first reported a position in HQH in Q1 2021 and has held it in 22 quarters since. The position peaked at $14K in Q2 2022. 126 funds tracked by Wall St. Rank hold HQH as of Q2 2026.

Spire Wealth Management held 535 shares of abrdn Healthcare Investors worth $11.8K as of Q2 2026.
Spire Wealth Management left its abrdn Healthcare Investors share count unchanged in Q2 2026.
abrdn Healthcare Investors made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1598 holding.
Spire Wealth Management first reported a position in abrdn Healthcare Investors in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's abrdn Healthcare Investors position peaked at $14K in Q2 2022.
126 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.