WA
HQH

WESPAC Advisors’s abrdn Healthcare Investors HQH Stock Holding History

WESPAC Advisors’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 		$407K Sell
22,860
-917
-4% -$17.3K 0.22% 120
2025
Q4 		$450K Sell
23,777
-4,041
-15% -$76.3K 0.24% 111
2025
Q3 		$514K Buy
27,818
+1,721
+7% +$28.1K 0.3% 111
2025
Q2 		$404K Buy
26,097
+1,506
+6% +$23.3K 0.28% 119
2025
Q1 		$399K Buy
+24,591
New +$423K 0.33% 106

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WESPAC Advisors's HQH Position: Q1 2026 in Review

WESPAC Advisors reduced its abrdn Healthcare Investors (HQH) stake by 3.9% in Q1 2026, selling an estimated $17.3K and leaving 22,860 shares worth $407K. The position accounts for 0.22% of the portfolio, ranked #120.

WESPAC Advisors first reported a position in HQH in Q1 2025 and has held it in 5 quarters since. The position peaked at $514K in Q3 2025. 128 funds tracked by Wall St. Rank hold HQH as of Q1 2026.

  • WESPAC Advisors held 22,860 shares of abrdn Healthcare Investors worth $407K as of Q1 2026.
  • WESPAC Advisors sold 917 abrdn Healthcare Investors shares in Q1 2026, an estimated $17.3K.
  • abrdn Healthcare Investors made up 0.22% of WESPAC Advisors's portfolio in Q1 2026, its #120 holding.
  • WESPAC Advisors first reported a position in abrdn Healthcare Investors in Q1 2025 and has held it in 5 quarters since.
  • WESPAC Advisors's abrdn Healthcare Investors position peaked at $514K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2026.

Based on WESPAC Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.