Curio Wealth’s abrdn World Healthcare Fund THW Stock Holding History

Curio 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	–	Sell	-1,473	Closed	-$17.2K	–	1021
2026 Q1	$17.2K	Buy	+1,473	New	+$18.4K	0.01%	186
2025 Q3	–	Sell	-1,473	Closed	-$15.1K	–	371
2025 Q2	$15.1K	Buy	1,473 +1,472	+147,200%	+$15.5K	0.01%	180
2025 Q1	$22K	Sell	1 -1,999	-100%	-$23.6K	0.01%	174
2024 Q4	$22K	Buy	+2,000	New	+$24.4K	0.01%	166

Other funds holding THW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 $3.48B AUM 21.43% 1-Year Est. Return

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

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

Curio Wealth's THW Position: Q2 2026 in Review

Curio Wealth sold out of abrdn World Healthcare Fund (THW) in Q2 2026, closing a stake of 1,473 shares — an estimated $17.2K sold.

Curio Wealth first reported a position in THW in Q4 2024 and held it in 4 quarters. The position peaked at $22K in Q1 2025. 78 funds tracked by Wall St. Rank hold THW as of Q2 2026.

Curio Wealth reported no remaining abrdn World Healthcare Fund position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1,473 abrdn World Healthcare Fund shares in Q2 2026, an estimated $17.2K.
Curio Wealth first reported a position in abrdn World Healthcare Fund in Q4 2024 and held it in 4 quarters.
Curio Wealth's abrdn World Healthcare Fund position peaked at $22K in Q1 2025.
78 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.