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Evolve Private Wealth’s abrdn Healthcare Opportunities Fund THQ Stock Holding History

Evolve Private Wealth’s Portfolio THQ Stock Details THQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09M Sell
58,387
-13,572
-19% -$248K 0.07% 262
2026
Q1 		$1.21M Sell
71,959
-2,423
-3% -$45.6K 0.06% 281
2025
Q4 		$1.44M Buy
+74,382
New +$1.36M 0.09% 217

Other funds holding THQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.1B AUM 11.31% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Evolve Private Wealth's THQ Position: Q2 2026 in Review

Evolve Private Wealth reduced its abrdn Healthcare Opportunities Fund (THQ) stake by 19% in Q2 2026, selling an estimated $248K and leaving 58,387 shares worth $1.09M. The position accounts for 0.07% of the portfolio, ranked #262.

Evolve Private Wealth first reported a position in THQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.44M in Q4 2025. 96 funds tracked by Wall St. Rank hold THQ as of Q2 2026.

  • Evolve Private Wealth held 58,387 shares of abrdn Healthcare Opportunities Fund worth $1.09M as of Q2 2026.
  • Evolve Private Wealth sold 13,572 abrdn Healthcare Opportunities Fund shares in Q2 2026, an estimated $248K.
  • abrdn Healthcare Opportunities Fund made up 0.07% of Evolve Private Wealth's portfolio in Q2 2026, its #262 holding.
  • Evolve Private Wealth first reported a position in abrdn Healthcare Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's abrdn Healthcare Opportunities Fund position peaked at $1.44M in Q4 2025.
  • 96 funds tracked by Wall St. Rank held abrdn Healthcare Opportunities Fund as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.