Allied Private Wealth’s abrdn World Healthcare Fund THW Stock Holding History

Allied Private Wealth’s Portfolio THW Stock Details THW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27.3K	Buy	+2,024	New	+$25.4K	0.02%	337

Other funds holding THW

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Allied Private Wealth's THW Position: Q2 2026 in Review

Allied Private Wealth opened a new position in abrdn World Healthcare Fund (THW) in Q2 2026: 2,024 shares worth $27.3K. The stake represents 0.02% of the portfolio and ranks #337 among its holdings.

79 funds tracked by Wall St. Rank hold THW as of Q2 2026.

Allied Private Wealth held 2,024 shares of abrdn World Healthcare Fund worth $27.3K as of Q2 2026.
abrdn World Healthcare Fund was a new Allied Private Wealth position in Q2 2026.
abrdn World Healthcare Fund made up 0.02% of Allied Private Wealth's portfolio in Q2 2026, its #337 holding.
79 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.