Carson Wealth (CWM LLC)
THW

Carson Wealth (CWM LLC)’s abrdn World Healthcare Fund THW Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$3.14K Hold
269
– – ﹤0.01% 5169
2025
Q4 		$3K Hold
269
– – ﹤0.01% 5020
2025
Q3 		$3K Sell
269
-222
-45% -$2.5K ﹤0.01% 4946
2025
Q2 		$5K Buy
491
+47
+11% +$494 ﹤0.01% 4641
2025
Q1 		$5K Hold
444
– – ﹤0.01% 4490
2024
Q4 		$5K Hold
444
– – ﹤0.01% 4242
2024
Q3 		$6K Sell
444
-253
-36% -$3.32K ﹤0.01% 4045
2024
Q2 		$9K Sell
697
-300
-30% -$3.84K ﹤0.01% 3632
2024
Q1 		$13K Sell
997
-661
-40% -$8.38K ﹤0.01% 3202
2023
Q4 		$19K Buy
1,658
+45
+3% +$506 ﹤0.01% 2818
2023
Q3 		$19K Buy
1,613
+1,000
+163% +$13.3K ﹤0.01% 2724
2023
Q2 		$9K Hold
613
– – ﹤0.01% 3160
2023
Q1 		$8K Hold
613
– – ﹤0.01% 3105
2022
Q4 		$9K Buy
613
+38
+7% +$536 ﹤0.01% 2885
2022
Q3 		$7K Hold
575
– – ﹤0.01% 2924
2022
Q2 		$8K Hold
575
– – ﹤0.01% 2741
2022
Q1 		$9K Buy
+575
New +$8.48K ﹤0.01% 2565

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 $8.52B AUM 37.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Carson Wealth (CWM LLC)'s THW Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its abrdn World Healthcare Fund (THW) position steady in Q1 2026 at 269 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #5169.

Carson Wealth (CWM LLC) first reported a position in THW in Q1 2022 and has held it in 17 quarters since. The position peaked at $19K in Q4 2023. 84 funds tracked by Wall St. Rank hold THW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 269 shares of abrdn World Healthcare Fund worth $3.14K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its abrdn World Healthcare Fund share count unchanged in Q1 2026.
  • abrdn World Healthcare Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5169 holding.
  • Carson Wealth (CWM LLC) first reported a position in abrdn World Healthcare Fund in Q1 2022 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s abrdn World Healthcare Fund position peaked at $19K in Q4 2023.
  • 84 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.