VWA
HQL

VSM Wealth Advisory’s abrdn Life Sciences Investors HQL Stock Holding History

VSM Wealth Advisory’s Portfolio HQL Stock Details HQL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34.5K Buy
1,726
+52
+3% +$919 0.01% 251
2026
Q1 		$27.2K Buy
+1,674
New +$28K 0.01% 265
2025
Q4 		– Sell
-1,572
Closed -$24.4K – 473
2025
Q3 		$24.4K Buy
1,572
+46
+3% +$630 0.01% 264
2025
Q2 		$19.5K Buy
1,526
+51
+3% +$629 0.01% 307
2025
Q1 		$18.7K Buy
1,475
+101
+7% +$1.37K 0.01% 282
2024
Q4 		$18K Buy
+1,374
New +$19.8K 0.01% 287

Other funds holding HQL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

VSM Wealth Advisory's HQL Position: Q2 2026 in Review

VSM Wealth Advisory increased its abrdn Life Sciences Investors (HQL) stake by 3.1% in Q2 2026, buying an estimated $919 and bringing the position to 1,726 shares worth $34.5K. The position accounts for 0.01% of the portfolio, ranked #251.

VSM Wealth Advisory first reported a position in HQL in Q4 2024 and has held it in 6 quarters since. 83 funds tracked by Wall St. Rank hold HQL as of Q2 2026.

  • VSM Wealth Advisory held 1,726 shares of abrdn Life Sciences Investors worth $34.5K as of Q2 2026.
  • VSM Wealth Advisory bought 52 abrdn Life Sciences Investors shares in Q2 2026, an estimated $919.
  • abrdn Life Sciences Investors made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #251 holding.
  • VSM Wealth Advisory first reported a position in abrdn Life Sciences Investors in Q4 2024 and has held it in 6 quarters since.
  • 83 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.