Golden State Wealth Management’s abrdn World Healthcare Fund THW Stock Holding History

Golden State 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
2026 Q1	$16.4K	Hold	1,403	–	–	﹤0.01%	961
2025 Q4	$17.9K	Hold	1,403	–	–	﹤0.01%	949
2025 Q3	$17.7K	Buy	1,403 +28	+2%	+$315	﹤0.01%	944
2025 Q2	$14.1K	Buy	1,375 +45	+3%	+$473	﹤0.01%	972
2025 Q1	$15.3K	Sell	1,330 -424	-24%	-$5K	﹤0.01%	879
2024 Q4	$19.3K	Buy	+1,754	New	+$21.4K	﹤0.01%	775
2020 Q4	–	Sell	-1,781	Closed	-$26K	–	410
2020 Q3	$26K	Buy	+1,781	New	+$25.9K	0.01%	370
2020 Q2	–	Sell	-1,736	Closed	-$20K	–	833
2020 Q1	$20K	Buy	+1,736	New	+$22.7K	0.01%	503
2019 Q4	–	Sell	-1,746	Closed	-$23K	–	844
2019 Q3	$23K	Sell	1,746 -186	-10%	-$2.47K	0.01%	595
2019 Q2	$24K	Buy	1,932 +27	+1%	+$339	0.01%	590
2019 Q1	$24K	Buy	+1,905	New	+$24.3K	0.01%	584

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

Golden State Wealth Management's THW Position: Q1 2026 in Review

Golden State Wealth Management held its abrdn World Healthcare Fund (THW) position steady in Q1 2026 at 1,403 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

Golden State Wealth Management first reported a position in THW in Q1 2019 and has held it in 11 quarters since. The position peaked at $26K in Q3 2020. 84 funds tracked by Wall St. Rank hold THW as of Q1 2026.

Golden State Wealth Management held 1,403 shares of abrdn World Healthcare Fund worth $16.4K as of Q1 2026.
Golden State Wealth Management left its abrdn World Healthcare Fund share count unchanged in Q1 2026.
abrdn World Healthcare Fund made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #961 holding.
Golden State Wealth Management first reported a position in abrdn World Healthcare Fund in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's abrdn World Healthcare Fund position peaked at $26K in Q3 2020.
84 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.