Steward Partners Investment Advisory »

H & Q Healthcare Fund equities shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of H & Q Healthcare Fund equities (HQH) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in H & Q Healthcare Fund equities

Tip: Access up to 7 years of quarterly data

All positions including H & Q Healthcare Fund equities held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in H & Q Healthcare Fund equities by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $445k 24k 18.46
2025-06-30 $360k 23k 15.49
2025-03-31 $410k 25k 16.24
2024-12-31 $359k 22k 16.05
2024-09-30 $347k 19k 18.62
2024-06-30 $291k 17k 17.46
2024-03-31 $268k 16k 16.86
2023-12-31 $359k 22k 16.57
2023-09-30 $211k 14k 15.55
2023-06-30 $228k 13k 17.05
2023-03-31 $231k 13k 17.65
2022-12-31 $98k 5.4k 18.00
2022-09-30 $107k 6.2k 17.29
2022-06-30 $112k 6.0k 18.76
2022-03-31 $121k 5.8k 20.75
2021-12-31 $154k 6.5k 23.69
2021-09-30 $211k 8.3k 25.55
2021-03-31 $561k 23k 24.41
2020-09-30 $243k 12k 20.60
2020-06-30 $478k 22k 21.31
2020-03-31 $409k 23k 17.78
2019-12-31 $467k 22k 20.86
2019-09-30 $491k 27k 18.32
2019-06-30 $394k 20k 20.04
2019-03-31 $410k 20k 20.53
2018-12-31 $363k 20k 17.90
2018-09-30 $430k 19k 23.16
2018-06-30 $394k 18k 21.48
2018-03-31 $389k 18k 21.48
2017-12-31 $424k 19k 22.54
2017-09-30 $368k 15k 25.16
2017-06-30 $116k 4.6k 24.98
2017-03-31 $75k 3.1k 23.85
2016-12-31 $133k 6.3k 21.05

More positions owned by Steward Partners Investment Advisory

NVIDIA Corporation (NVDA)
Apple (AAPL)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Gold Tr Gold Shs (GLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Steward Partners Investment Advisory

Top funds holding H & Q Healthcare Fund equities

Morgan Stanley
Penserra Capital Management
Raymond James Financial
Royal Bank of Canada
Ameriprise Financial
LPL Financial
Advisors Asset Management
Needham Investment Management
WNY Asset Management
Janney Montgomery Scott
UBS Group
NWF Advisory Services
Advisor Group Holdings
Oppenheimer & Co
Smith Asset Management

View all funds holding H & Q Healthcare Fund equities