Triumph Capital Management HQH — ABRDN HEALTHCARE INVESTORS

Ownership history in Triumph Capital Management  ·  7 quarters on record

AI Ownership Summary

Triumph Capital Management reported ABRDN HEALTHCARE INVESTORS (HQH) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.34% in 2024 Q4. The latest visible filing shows HQH at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HQH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Triumph Capital Management's position in ABRDN HEALTHCARE INVESTORS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

HQH was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HQH stock page Triumph Capital Management fund profile Triumph Capital Management full holdings
How Triumph Capital Management held HQH — position size vs. price
% of Fund (quarterly)    HQH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 45,512 +567 +1.3% 0.18% $1.0M 2026-07-21 $21.27
2026 Q1 ADDED — — — 44,945 +1,468 +3.4% 0.16% $800K 2026-05-13 $19.66
2025 Q4 REDUCED 6.4% -3.1% ✅ 43,477 -2,965 -6.4% 0.18% $823K 2026-02-12 $18.41
2025 Q3 ADDED — — — 46,442 +1,443 +3.2% 0.21% $857K 2025-11-17 $17.25
2025 Q2 REDUCED 21.5% +19.7% ❌ 44,999 -12,318 -21.5% 0.21% $697K 2025-07-09 $14.12
2025 Q1 REDUCED 6.4% -1.3% ✅ 57,317 -3,900 -6.4% 0.31% $931K 2025-05-06 $13.18
2024 Q4 INITIATED — — — 61,217 — — 0.34% $983K 2025-02-14 $14.84

🏢 Other funds also holding HQH

As of 2026 Q2 — sorted by position size

Smith Asset Management Co., LLC 1.95% Sage Capital Management, LLC 0.63% VISTA INVESTMENT PARTNERS II, LLC 0.11% Sage Capital Advisors,llc 3Y 7Y 0.09% Cyndeo Wealth Partners, LLC 3Y 0.04% NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3Y 7Y 0.03% Capital Investment Advisory Services, LLC 3Y 7Y 0.02% Kennebec Savings Bank 0.02% 180 WEALTH ADVISORS, LLC 3Y 7Y 0.02% SOA Wealth Advisors, LLC. 3Y 0.01%

FAQ About Triumph Capital Management and HQH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Triumph Capital Management reported owning HQH?

Triumph Capital Management reported HQH across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported HQH position in Triumph Capital Management's portfolio?

The largest reported portfolio weight for HQH was 0.34% in 2024 Q4.

What is the latest reported HQH position on this page?

The most recent filing on this page is 2026 Q2, when Triumph Capital Management reported 45,512 shares, equal to 0.18% of portfolio, with an estimated market value of $1.0M.

What does the chart on this HQH ownership page compare?

The chart compares Triumph Capital Management's quarterly HQH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Triumph Capital Management time their HQH position?

Based on 13F filing dates vs. subsequent HQH price moves, Triumph Capital Management correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on HQH relative to SPY over the holding period was +10.2%.

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