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

Todd 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 Q3	$1.08M	Sell	51,908 -85	-0.2%	-$1.89K	0.83%	31
2026 Q2	$1.14M	Buy	51,993 +373	+0.7%	+$7.34K	0.87%	31
2026 Q1	$918K	Sell	51,620 -235	-0.5%	-$4.44K	0.84%	31
2025 Q4	$982K	Buy	+51,855	New	+$979K	0.89%	32

Other funds holding HQH

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return

Todd Wealth Management's HQH Position: Q3 2026 in Review

Todd Wealth Management reduced its abrdn Healthcare Investors (HQH) stake by 0.16% in Q3 2026, selling an estimated $1.89K and leaving 51,908 shares worth $1.08M. The position accounts for 0.83% of the portfolio, ranked #31.

Todd Wealth Management first reported a position in HQH in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.14M in Q2 2026. 69 funds tracked by Wall St. Rank hold HQH as of Q3 2026.

Todd Wealth Management held 51,908 shares of abrdn Healthcare Investors worth $1.08M as of Q3 2026.
Todd Wealth Management sold 85 abrdn Healthcare Investors shares in Q3 2026, an estimated $1.89K.
abrdn Healthcare Investors made up 0.83% of Todd Wealth Management's portfolio in Q3 2026, its #31 holding.
Todd Wealth Management first reported a position in abrdn Healthcare Investors in Q4 2025 and has held it in 4 quarters since.
Todd Wealth Management's abrdn Healthcare Investors position peaked at $1.14M in Q2 2026.
69 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.