SPIA
HQH

Steward Partners Investment Advisory’s abrdn Healthcare Investors HQH Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$1.5M Buy
84,348
+61,718
+273% +$1.17M 0.01% 975
2025
Q4 		$429K Sell
22,630
-1,462
-6% -$27.6K ﹤0.01% 1515
2025
Q3 		$445K Buy
24,092
+862
+4% +$14.1K ﹤0.01% 1438
2025
Q2 		$360K Sell
23,230
-1,992
-8% -$30.9K ﹤0.01% 1461
2025
Q1 		$410K Buy
25,222
+2,864
+13% +$49.2K ﹤0.01% 1302
2024
Q4 		$359K Buy
22,358
+3,737
+20% +$66.3K ﹤0.01% 1312
2024
Q3 		$347K Buy
18,621
+1,962
+12% +$36.6K ﹤0.01% 1273
2024
Q2 		$291K Buy
16,659
+768
+5% +$12.8K ﹤0.01% 1287
2024
Q1 		$268K Sell
15,891
-5,782
-27% -$98.5K ﹤0.01% 1310
2023
Q4 		$359K Buy
21,673
+8,138
+60% +$125K ﹤0.01% 1138
2023
Q3 		$210K Buy
13,535
+153
+1% +$2.55K ﹤0.01% 1258
2023
Q2 		$228K Buy
13,382
+298
+2% +$5.17K ﹤0.01% 1220
2023
Q1 		$231K Buy
13,084
+7,669
+142% +$139K ﹤0.01% 1217
2022
Q4 		$97.5K Sell
5,415
-772
-12% -$14.3K ﹤0.01% 1565
2022
Q3 		$107K Buy
6,187
+217
+4% +$4.15K ﹤0.01% 1467
2022
Q2 		$112K Buy
5,970
+139
+2% +$2.75K ﹤0.01% 1446
2022
Q1 		$121K Sell
5,831
-669
-10% -$14.2K ﹤0.01% 1528
2021
Q4 		$154K Sell
6,500
-1,759
-21% -$43.8K ﹤0.01% 1419
2021
Q3 		$211K Buy
8,259
+793
+11% +$20.9K ﹤0.01% 1254
2021
Q2 		$192K Sell
7,466
-15,502
-67% -$382K ﹤0.01% 1573
2021
Q1 		$561K Buy
22,968
+11,449
+99% +$279K 0.01% 846
2020
Q4 		$274K Sell
11,519
-278
-2% -$6.04K 0.01% 949
2020
Q3 		$243K Sell
11,797
-10,634
-47% -$225K 0.01% 882
2020
Q2 		$478K Sell
22,431
-577
-3% -$11.8K 0.01% 640
2020
Q1 		$409K Buy
23,008
+618
+3% +$12.2K 0.02% 608
2019
Q4 		$467K Sell
22,390
-4,414
-16% -$87.4K 0.01% 640
2019
Q3 		$491K Buy
26,804
+7,148
+36% +$138K 0.02% 585
2019
Q2 		$394K Sell
19,656
-317
-2% -$6.26K 0.01% 617
2019
Q1 		$410K Sell
19,973
-304
-1% -$6.22K 0.02% 564
2018
Q4 		$363K Buy
20,277
+1,711
+9% +$35K 0.02% 564
2018
Q3 		$430K Buy
18,566
+222
+1% +$5.03K 0.02% 544
2018
Q2 		$394K Buy
18,344
+236
+1% +$5.02K 0.02% 514
2018
Q1 		$389K Sell
18,108
-704
-4% -$16.2K 0.03% 475
2017
Q4 		$424K Buy
18,812
+4,188
+29% +$98K 0.03% 394
2017
Q3 		$368K Buy
14,624
+9,981
+215% +$251K 0.04% 351
2017
Q2 		$116K Buy
4,643
+1,499
+48% +$37.1K 0.01% 472
2017
Q1 		$75K Sell
3,144
-3,173
-50% -$74.5K 0.01% 475
2016
Q4 		$133K Buy
+6,317
New +$141K 0.06% 219

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Steward Partners Investment Advisory's HQH Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its abrdn Healthcare Investors (HQH) stake by 273% in Q1 2026, buying an estimated $1.17M and bringing the position to 84,348 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #975.

Steward Partners Investment Advisory first reported a position in HQH in Q4 2016 and has held it in 38 quarters since. 128 funds tracked by Wall St. Rank hold HQH as of Q1 2026.

  • Steward Partners Investment Advisory held 84,348 shares of abrdn Healthcare Investors worth $1.5M as of Q1 2026.
  • Steward Partners Investment Advisory bought 61,718 abrdn Healthcare Investors shares in Q1 2026, an estimated $1.17M.
  • abrdn Healthcare Investors made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #975 holding.
  • Steward Partners Investment Advisory first reported a position in abrdn Healthcare Investors in Q4 2016 and has held it in 38 quarters since.
  • 128 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.