Empire Financial Management Company’s abrdn World Healthcare Fund THW Stock Holding History

Empire Financial Management Company’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	$743K	Buy	63,694 +2,265	+4%	+$28.2K	0.17%	130
2025 Q4	$785K	Buy	61,429 +123	+0.2%	+$1.56K	0.17%	124
2025 Q3	$772K	Buy	61,306 +40,201	+190%	+$452K	0.18%	124
2025 Q2	$217K	Buy	21,105 +217	+1%	+$2.28K	0.06%	192
2025 Q1	$241K	Buy	20,888 +249	+1%	+$2.94K	0.07%	185
2024 Q4	$227K	Buy	20,639 +865	+4%	+$10.5K	0.07%	188
2024 Q3	$262K	Buy	+19,774	New	+$260K	0.08%	182
2023 Q3	–	Sell	-23,955	Closed	-$336K	–	200
2023 Q2	$336K	Buy	23,955 +1,700	+8%	+$24.1K	0.13%	155
2023 Q1	$306K	Buy	+22,255	New	+$319K	0.12%	158

Other funds holding THW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

SWP

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

Empire Financial Management Company's THW Position: Q1 2026 in Review

Empire Financial Management Company increased its abrdn World Healthcare Fund (THW) stake by 3.7% in Q1 2026, buying an estimated $28.2K and bringing the position to 63,694 shares worth $743K. The position accounts for 0.17% of the portfolio, ranked #130.

Empire Financial Management Company first reported a position in THW in Q1 2023 and has held it in 9 quarters since. The position peaked at $785K in Q4 2025. 84 funds tracked by Wall St. Rank hold THW as of Q1 2026.

Empire Financial Management Company held 63,694 shares of abrdn World Healthcare Fund worth $743K as of Q1 2026.
Empire Financial Management Company bought 2,265 abrdn World Healthcare Fund shares in Q1 2026, an estimated $28.2K.
abrdn World Healthcare Fund made up 0.17% of Empire Financial Management Company's portfolio in Q1 2026, its #130 holding.
Empire Financial Management Company first reported a position in abrdn World Healthcare Fund in Q1 2023 and has held it in 9 quarters since.
Empire Financial Management Company's abrdn World Healthcare Fund position peaked at $785K in Q4 2025.
84 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.