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 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 $1.66T 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

EverSource Wealth Advisors's THW Position: Q1 2026 in Review

EverSource Wealth Advisors held its abrdn World Healthcare Fund (THW) position steady in Q1 2026 at 7,500 shares worth $87.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

EverSource Wealth Advisors first reported a position in THW in Q2 2024 and has held it in 8 quarters since. The position peaked at $95.8K in Q4 2025. 84 funds tracked by Wall St. Rank hold THW as of Q1 2026.

EverSource Wealth Advisors held 7,500 shares of abrdn World Healthcare Fund worth $87.5K as of Q1 2026.
EverSource Wealth Advisors left its abrdn World Healthcare Fund share count unchanged in Q1 2026.
abrdn World Healthcare Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1514 holding.
EverSource Wealth Advisors first reported a position in abrdn World Healthcare Fund in Q2 2024 and has held it in 8 quarters since.
EverSource Wealth Advisors's abrdn World Healthcare Fund position peaked at $95.8K in Q4 2025.
84 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.