Sunbelt Securities’s abrdn Healthcare Investors HQH Stock Holding History

Sunbelt Securities’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	$33.5K	Hold	1,883	–	–	﹤0.01%	1135
2025 Q4	$35.7K	Hold	1,883	–	–	﹤0.01%	1090
2025 Q3	$34.8K	Sell	1,883 -1,203	-39%	-$19.6K	﹤0.01%	1099
2025 Q2	$49.5K	Hold	3,086	–	–	﹤0.01%	938
2025 Q1	$50.1K	Hold	3,086	–	–	﹤0.01%	907
2024 Q4	$50K	Hold	3,086	–	–	﹤0.01%	932
2024 Q3	$57.5K	Sell	3,086 -210	-6%	-$3.91K	0.01%	905
2024 Q2	$57.5K	Sell	3,296 -781	-19%	-$13K	0.01%	868
2024 Q1	$68.7K	Sell	4,077 -291	-7%	-$4.96K	0.01%	804
2023 Q4	$72.4K	Hold	4,368	–	–	0.01%	743
2023 Q3	$67.9K	Hold	4,368	–	–	0.01%	743
2023 Q2	$74.5K	Hold	4,368	–	–	0.01%	712
2023 Q1	$76.1K	Buy	+4,368	New	+$79.4K	0.01%	648
2019 Q3	–	Sell	-14,997	Closed	-$301K	–	594
2019 Q2	$301K	Sell	14,997 -8,334	-36%	-$165K	0.13%	197
2019 Q1	$479K	Sell	23,331 -522	-2%	-$10.7K	0.24%	116
2018 Q4	$428K	Hold	23,853	–	–	0.25%	105
2018 Q3	$552K	Buy	23,853 +2,386	+11%	+$54K	0.3%	94
2018 Q2	$462K	Buy	+21,467	New	+$457K	0.28%	102

Other funds holding HQH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 $395M AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sunbelt Securities's HQH Position: Q1 2026 in Review

Sunbelt Securities held its abrdn Healthcare Investors (HQH) position steady in Q1 2026 at 1,883 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

Sunbelt Securities first reported a position in HQH in Q2 2018 and has held it in 18 quarters since. The position peaked at $552K in Q3 2018. 128 funds tracked by Wall St. Rank hold HQH as of Q1 2026.

Sunbelt Securities held 1,883 shares of abrdn Healthcare Investors worth $33.5K as of Q1 2026.
Sunbelt Securities left its abrdn Healthcare Investors share count unchanged in Q1 2026.
abrdn Healthcare Investors made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1135 holding.
Sunbelt Securities first reported a position in abrdn Healthcare Investors in Q2 2018 and has held it in 18 quarters since.
Sunbelt Securities's abrdn Healthcare Investors position peaked at $552K in Q3 2018.
128 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.