Trust Company of Vermont’s abrdn Healthcare Investors HQH Stock Holding History

Trust Company of Vermont’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
2025 Q4	$492	Sell	26 -842	-97%	-$15.9K	﹤0.01%	1103
2025 Q3	$16K	Buy	868 +568	+189%	+$9.28K	﹤0.01%	768
2025 Q2	$4.65K	Buy	+300	New	+$4.65K	﹤0.01%	928
2025 Q1	–	Sell	-546	Closed	-$8.76K	–	1063
2024 Q4	$8.76K	Buy	+546	New	+$9.69K	﹤0.01%	782
2021 Q1	–	Sell	-12	Closed	–	–	775
2020 Q4	$0	Buy	+12	New	+$261	﹤0.01%	770

Other funds holding HQH

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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 $476M AUM

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Trust Company of Vermont's HQH Position: Q4 2025 in Review

Trust Company of Vermont reduced its abrdn Healthcare Investors (HQH) stake by 97% in Q4 2025, selling an estimated $15.9K and leaving 26 shares worth $492. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

Trust Company of Vermont first reported a position in HQH in Q4 2020 and has held it in 5 quarters since. The position peaked at $16K in Q3 2025. 123 funds tracked by Wall St. Rank hold HQH as of Q4 2025.

Trust Company of Vermont held 26 shares of abrdn Healthcare Investors worth $492 as of Q4 2025.
Trust Company of Vermont sold 842 abrdn Healthcare Investors shares in Q4 2025, an estimated $15.9K.
abrdn Healthcare Investors made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #1103 holding.
Trust Company of Vermont first reported a position in abrdn Healthcare Investors in Q4 2020 and has held it in 5 quarters since.
Trust Company of Vermont's abrdn Healthcare Investors position peaked at $16K in Q3 2025.
123 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.