CIA
THW

Concurrent Investment Advisors’s abrdn World Healthcare Fund THW Stock Holding History

Concurrent Investment Advisors’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
-18,329
Closed -$214K – 2208
2026
Q1 		$214K Buy
+18,329
New +$228K ﹤0.01% 1714

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

Concurrent Investment Advisors's THW Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of abrdn World Healthcare Fund (THW) in Q2 2026, closing a stake of 18,329 shares — an estimated $214K sold.

Concurrent Investment Advisors first reported a position in THW in Q1 2026 and held it in 1 quarter. The position peaked at $214K in Q1 2026. 79 funds tracked by Wall St. Rank hold THW as of Q2 2026.

  • Concurrent Investment Advisors reported no remaining abrdn World Healthcare Fund position as of Q2 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 18,329 abrdn World Healthcare Fund shares in Q2 2026, an estimated $214K.
  • Concurrent Investment Advisors first reported a position in abrdn World Healthcare Fund in Q1 2026 and held it in 1 quarter.
  • Concurrent Investment Advisors's abrdn World Healthcare Fund position peaked at $214K in Q1 2026.
  • 79 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.