BHWM
THW

Beaird Harris Wealth Management’s abrdn World Healthcare Fund THW Stock Holding History

Beaird Harris Wealth Management’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 		– Sell
-537
Closed -$6.27K – 752
2026
Q1 		$6.27K Buy
+537
New +$6.69K ﹤0.01% 395

Other funds holding THW

Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Commonwealth Equity Services
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

Beaird Harris Wealth Management's THW Position: Q2 2026 in Review

Beaird Harris Wealth Management sold out of abrdn World Healthcare Fund (THW) in Q2 2026, closing a stake of 537 shares — an estimated $6.27K sold.

Beaird Harris Wealth Management first reported a position in THW in Q1 2026 and held it in 1 quarter. The position peaked at $6.27K in Q1 2026. 79 funds tracked by Wall St. Rank hold THW as of Q2 2026.

  • Beaird Harris Wealth Management reported no remaining abrdn World Healthcare Fund position as of Q2 2026 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 537 abrdn World Healthcare Fund shares in Q2 2026, an estimated $6.27K.
  • Beaird Harris Wealth Management first reported a position in abrdn World Healthcare Fund in Q1 2026 and held it in 1 quarter.
  • Beaird Harris Wealth Management's abrdn World Healthcare Fund position peaked at $6.27K in Q1 2026.
  • 79 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.