EPW
THQ

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
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 $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Evolve Private Wealth's THQ Position: Q1 2026 in Review

Evolve Private Wealth reduced its abrdn Healthcare Opportunities Fund (THQ) stake by 3.3% in Q1 2026, selling an estimated $45.6K and leaving 71,959 shares worth $1.21M. The position accounts for 0.06% of the portfolio, ranked #281.

Evolve Private Wealth first reported a position in THQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.44M in Q4 2025. 88 funds tracked by Wall St. Rank hold THQ as of Q1 2026.

  • Evolve Private Wealth held 71,959 shares of abrdn Healthcare Opportunities Fund worth $1.21M as of Q1 2026.
  • Evolve Private Wealth sold 2,423 abrdn Healthcare Opportunities Fund shares in Q1 2026, an estimated $45.6K.
  • abrdn Healthcare Opportunities Fund made up 0.06% of Evolve Private Wealth's portfolio in Q1 2026, its #281 holding.
  • Evolve Private Wealth first reported a position in abrdn Healthcare Opportunities Fund in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's abrdn Healthcare Opportunities Fund position peaked at $1.44M in Q4 2025.
  • 88 funds tracked by Wall St. Rank held abrdn Healthcare Opportunities Fund as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.