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
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 $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VSM Wealth Advisory's HQL Position: Q1 2026 in Review

VSM Wealth Advisory opened a new position in abrdn Life Sciences Investors (HQL) in Q1 2026: 1,674 shares worth $27.2K. The stake represents 0.01% of the portfolio and ranks #265 among its holdings. This is a return to the name: VSM Wealth Advisory previously reported a position in HQL as recently as Q3 2025.

VSM Wealth Advisory first reported a position in HQL in Q4 2024 and has held it in 5 quarters since. 86 funds tracked by Wall St. Rank hold HQL as of Q1 2026.

  • VSM Wealth Advisory held 1,674 shares of abrdn Life Sciences Investors worth $27.2K as of Q1 2026.
  • abrdn Life Sciences Investors was a new VSM Wealth Advisory position in Q1 2026.
  • abrdn Life Sciences Investors made up 0.01% of VSM Wealth Advisory's portfolio in Q1 2026, its #265 holding.
  • VSM Wealth Advisory first reported a position in abrdn Life Sciences Investors in Q4 2024 and has held it in 5 quarters since.
  • 86 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q1 2026.

Based on VSM Wealth Advisory's 13F filing for Q1 2026, filed 6 May 2026.