Future Financial Wealth Management’s abrdn World Healthcare Fund THW Stock Holding History

Future Financial Wealth Management’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
2025 Q4	–	Sell	-4,500	Closed	-$56.7K	–	408
2025 Q3	$56.7K	Sell	4,500 -1,000	-18%	-$11.2K	0.04%	238
2025 Q2	$56.4K	Hold	5,500	–	–	0.04%	228
2025 Q1	$63.4K	Hold	5,500	–	–	0.05%	209
2024 Q4	$60.6K	Hold	5,500	–	–	0.04%	218
2024 Q3	$73K	Buy	+5,500	New	+$72.2K	0.05%	208
2024 Q2	–	Sell	-5,500	Closed	-$72.8K	–	435
2024 Q1	$72.8K	Buy	+5,500	New	+$69.8K	0.06%	213
2022 Q2	–	Sell	-5,500	Closed	-$84K	–	446
2022 Q1	$84K	Buy	5,500 +2,500	+83%	+$36.9K	0.07%	208
2021 Q4	$48K	Buy	+3,000	New	+$49.3K	0.04%	282

Other funds holding THW

PCM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

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

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

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

RAM

Readystate Asset Management Chicago, Illinois $2.23B AUM 15% 1-Year Est. Return

Future Financial Wealth Management's THW Position: Q4 2025 in Review

Future Financial Wealth Management sold out of abrdn World Healthcare Fund (THW) in Q4 2025, closing a stake of 4,500 shares — an estimated $56.7K sold.

Future Financial Wealth Management first reported a position in THW in Q4 2021 and held it in 8 quarters. The position peaked at $84K in Q1 2022. 84 funds tracked by Wall St. Rank hold THW as of Q4 2025.

Future Financial Wealth Management reported no remaining abrdn World Healthcare Fund position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 4,500 abrdn World Healthcare Fund shares in Q4 2025, an estimated $56.7K.
Future Financial Wealth Management first reported a position in abrdn World Healthcare Fund in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's abrdn World Healthcare Fund position peaked at $84K in Q1 2022.
84 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.