SI
HQH

Stephens Inc’s abrdn Healthcare Investors HQH Stock Holding History

Stephens Inc’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 		$1.02M Buy
46,190
+22,566
+96% +$444K 0.01% 670
2026
Q1 		$420K Sell
23,624
-18,183
-43% -$344K 0.01% 914
2025
Q4 		$792K Buy
41,807
+14,998
+56% +$283K 0.01% 691
2025
Q3 		$495K Sell
26,809
-6,108
-19% -$99.8K 0.01% 854
2025
Q2 		$510K Buy
32,917
+3,888
+13% +$60.2K 0.01% 829
2025
Q1 		$471K Buy
29,029
+180
+0.6% +$3.09K 0.01% 841
2024
Q4 		$463K Sell
28,849
-346
-1% -$6.14K 0.01% 868
2024
Q3 		$544K Sell
29,195
-3,531
-11% -$65.8K 0.01% 810
2024
Q2 		$571K Buy
32,726
+966
+3% +$16.1K 0.01% 738
2024
Q1 		$535K Sell
31,760
-698
-2% -$11.9K 0.01% 784
2023
Q4 		$538K Buy
32,458
+2,773
+9% +$42.6K 0.01% 721
2023
Q3 		$462K Buy
29,685
+3,481
+13% +$58.1K 0.01% 761
2023
Q2 		$447K Buy
26,204
+2,988
+13% +$51.8K 0.01% 777
2023
Q1 		$410K Buy
23,216
+1,738
+8% +$31.6K 0.01% 774
2022
Q4 		$387K Buy
21,478
+1,817
+9% +$33.7K 0.01% 776
2022
Q3 		$340K Buy
19,661
+3,389
+21% +$64.8K 0.01% 846
2022
Q2 		$304K Buy
16,272
+1,821
+13% +$36K 0.01% 910
2022
Q1 		$300K Buy
14,451
+3,804
+36% +$80.8K ﹤0.01% 1009
2021
Q4 		$253K Sell
10,647
-150
-1% -$3.74K ﹤0.01% 1116
2021
Q3 		$276K Sell
10,797
-7,047
-39% -$185K ﹤0.01% 1079
2021
Q2 		$459K Sell
17,844
-9,789
-35% -$241K 0.01% 912
2021
Q1 		$675K Sell
27,633
-4,097
-13% -$99.9K 0.01% 746
2020
Q4 		$756K Sell
31,730
-2
-0% -$43 0.01% 665
2020
Q3 		$654K Sell
31,732
-534
-2% -$11.3K 0.01% 662
2020
Q2 		$688K Sell
32,266
-9,517
-23% -$194K 0.01% 619
2020
Q1 		$744K Buy
41,783
+6,778
+19% +$134K 0.02% 549
2019
Q4 		$731K Buy
35,005
+2,491
+8% +$49.3K 0.02% 631
2019
Q3 		$596K Buy
32,514
+3,056
+10% +$58.9K 0.01% 702
2019
Q2 		$592K Buy
29,458
+89
+0.3% +$1.76K 0.01% 717
2019
Q1 		$603K Sell
29,369
-595
-2% -$12.2K 0.01% 707
2018
Q4 		$538K Buy
29,964
+12,710
+74% +$260K 0.02% 684
2018
Q3 		$399K Buy
17,254
+6,295
+57% +$143K 0.01% 851
2018
Q2 		$236K Buy
+10,959
New +$233K 0.01% 769

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

Stephens Inc's HQH Position: Q2 2026 in Review

Stephens Inc increased its abrdn Healthcare Investors (HQH) stake by 96% in Q2 2026, buying an estimated $444K and bringing the position to 46,190 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #670.

Stephens Inc first reported a position in HQH in Q2 2018 and has held it in 33 quarters since. 125 funds tracked by Wall St. Rank hold HQH as of Q2 2026.

  • Stephens Inc held 46,190 shares of abrdn Healthcare Investors worth $1.02M as of Q2 2026.
  • Stephens Inc bought 22,566 abrdn Healthcare Investors shares in Q2 2026, an estimated $444K.
  • abrdn Healthcare Investors made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #670 holding.
  • Stephens Inc first reported a position in abrdn Healthcare Investors in Q2 2018 and has held it in 33 quarters since.
  • 125 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.