EverSource Wealth Advisors’s abrdn World Healthcare Fund THW Stock Holding History

EverSource Wealth 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	$101K	Hold	7,500	–	–	﹤0.01%	1380
2026 Q1	$87.5K	Hold	7,500	–	–	﹤0.01%	1514
2025 Q4	$95.8K	Hold	7,500	–	–	﹤0.01%	1336
2025 Q3	$94.5K	Hold	7,500	–	–	﹤0.01%	1312
2025 Q2	$77K	Hold	7,500	–	–	﹤0.01%	1351
2025 Q1	$86.5K	Buy	7,500 +1,500	+25%	+$17.7K	﹤0.01%	970
2024 Q4	$66.1K	Hold	6,000	–	–	﹤0.01%	1061
2024 Q3	$79.6K	Buy	6,000 +500	+9%	+$6.56K	0.01%	876
2024 Q2	$72.5K	Buy	+5,500	New	+$70.5K	﹤0.01%	925

Other funds holding THW

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 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

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

EverSource Wealth Advisors's THW Position: Q2 2026 in Review

EverSource Wealth Advisors held its abrdn World Healthcare Fund (THW) position steady in Q2 2026 at 7,500 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

EverSource Wealth Advisors first reported a position in THW in Q2 2024 and has held it in 9 quarters since. 78 funds tracked by Wall St. Rank hold THW as of Q2 2026.

EverSource Wealth Advisors held 7,500 shares of abrdn World Healthcare Fund worth $101K as of Q2 2026.
EverSource Wealth Advisors left its abrdn World Healthcare Fund share count unchanged in Q2 2026.
abrdn World Healthcare Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1380 holding.
EverSource Wealth Advisors first reported a position in abrdn World Healthcare Fund in Q2 2024 and has held it in 9 quarters since.
78 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.