Stifel Financial
HQH

Stifel Financial’s abrdn Healthcare Investors HQH Stock Holding History

Stifel Financial’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 		$263K Sell
14,769
-10,003
-40% -$189K ﹤0.01% 3272
2025
Q4 		$469K Buy
24,772
+9,250
+60% +$175K ﹤0.01% 2901
2025
Q3 		$287K Sell
15,522
-303
-2% -$4.95K ﹤0.01% 3138
2025
Q2 		$245K Sell
15,825
-520
-3% -$8.05K ﹤0.01% 3157
2025
Q1 		$265K Buy
16,345
+2,370
+17% +$40.7K ﹤0.01% 3044
2024
Q4 		$224K Buy
13,975
+3,900
+39% +$69.2K ﹤0.01% 3113
2024
Q3 		$188K Buy
+10,075
New +$188K ﹤0.01% 3156
2024
Q1 		– Sell
-12,071
Closed -$200K – 3372
2023
Q4 		$200K Sell
12,071
-238
-2% -$3.66K ﹤0.01% 3062
2023
Q3 		$191K Sell
12,309
-1,732
-12% -$28.9K ﹤0.01% 3001
2023
Q2 		$239K Sell
14,041
-163
-1% -$2.83K ﹤0.01% 2950
2023
Q1 		$251K Sell
14,204
-1,086
-7% -$19.8K ﹤0.01% 2923
2022
Q4 		$275K Buy
15,290
+1,667
+12% +$30.9K ﹤0.01% 2808
2022
Q3 		$235K Buy
13,623
+450
+3% +$8.6K ﹤0.01% 2862
2022
Q2 		$246K Buy
13,173
+2,050
+18% +$40.5K ﹤0.01% 2855
2022
Q1 		$231K Buy
11,123
+2,217
+25% +$47.1K ﹤0.01% 3036
2021
Q4 		$212K Sell
8,906
-1,878
-17% -$46.8K ﹤0.01% 3119
2021
Q3 		$276K Buy
10,784
+1,389
+15% +$36.5K ﹤0.01% 2960
2021
Q2 		$242K Sell
9,395
-1,078
-10% -$26.6K ﹤0.01% 3035
2021
Q1 		$255K Buy
10,473
+640
+7% +$15.6K ﹤0.01% 2880
2020
Q4 		$235K Buy
+9,833
New +$214K ﹤0.01% 2739
2020
Q3 		– Sell
-9,635
Closed -$205K – 2924
2020
Q2 		$205K Buy
+9,635
New +$196K ﹤0.01% 2573
2020
Q1 		– Sell
-11,839
Closed -$247K – 2941
2019
Q4 		$247K Sell
11,839
-271
-2% -$5.37K ﹤0.01% 2645
2019
Q3 		$222K Buy
12,110
+446
+4% +$8.6K ﹤0.01% 2601
2019
Q2 		$233K Sell
11,664
-2,871
-20% -$56.7K ﹤0.01% 2636
2019
Q1 		$297K Buy
14,535
+1,572
+12% +$32.2K ﹤0.01% 2370
2018
Q4 		$234K Buy
12,963
+3,675
+40% +$75.2K ﹤0.01% 2371
2018
Q3 		$209K Buy
+9,288
New +$210K ﹤0.01% 2561
2018
Q2 		– Sell
-22,327
Closed -$474K – 2750
2018
Q1 		$474K Buy
22,327
+11,606
+108% +$267K ﹤0.01% 2001
2017
Q4 		$236K Sell
10,721
-2,655
-20% -$62.1K ﹤0.01% 2340
2017
Q3 		$340K Sell
13,376
-2,208
-14% -$55.5K ﹤0.01% 2096
2017
Q2 		$395K Sell
15,584
-280
-2% -$6.93K ﹤0.01% 1999
2017
Q1 		$377K Sell
15,864
-45,061
-74% -$1.06M ﹤0.01% 1973
2016
Q4 		$1.28M Sell
60,925
-23,873
-28% -$532K 0.01% 1254
2016
Q3 		$2.01M Sell
84,798
-2,641
-3% -$66.4K 0.01% 997
2016
Q2 		$2.05M Buy
+87,439
New +$2.17M 0.01% 990
2016
Q1 		– Sell
-20,726
Closed -$615K – 2300
2015
Q4 		$615K Sell
20,726
-1,636
-7% -$50.5K ﹤0.01% 1540
2015
Q3 		$617K Buy
22,362
+21
+0.1% +$715 ﹤0.01% 1442
2015
Q2 		$777K Sell
22,341
-659
-3% -$22.9K ﹤0.01% 1464
2015
Q1 		$784K Sell
23,000
-2,269
-9% -$76.1K ﹤0.01% 1400
2014
Q4 		$778K Buy
25,269
+484
+2% +$14.5K ﹤0.01% 1400
2014
Q3 		$688K Buy
24,785
+1,577
+7% +$42.7K 0.01% 1342
2014
Q2 		$598K Buy
23,208
+3,885
+20% +$101K 0.01% 1391
2014
Q1 		$514K Buy
+19,323
New +$537K ﹤0.01% 1423

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

Stifel Financial's HQH Position: Q1 2026 in Review

Stifel Financial reduced its abrdn Healthcare Investors (HQH) stake by 40% in Q1 2026, selling an estimated $189K and leaving 14,769 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #3272.

Stifel Financial first reported a position in HQH in Q1 2014 and has held it in 43 quarters since. The position peaked at $2.05M in Q2 2016. 128 funds tracked by Wall St. Rank hold HQH as of Q1 2026.

  • Stifel Financial held 14,769 shares of abrdn Healthcare Investors worth $263K as of Q1 2026.
  • Stifel Financial sold 10,003 abrdn Healthcare Investors shares in Q1 2026, an estimated $189K.
  • abrdn Healthcare Investors made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3272 holding.
  • Stifel Financial first reported a position in abrdn Healthcare Investors in Q1 2014 and has held it in 43 quarters since.
  • Stifel Financial's abrdn Healthcare Investors position peaked at $2.05M in Q2 2016.
  • 128 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.