IFWM
THW

Institute for Wealth Management’s abrdn World Healthcare Fund THW Stock Holding History

Institute for 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 		$167K Hold
14,333
– – 0.02% 534
2025
Q4 		$183K Hold
14,333
– – 0.02% 529
2025
Q3 		$181K Hold
14,333
– – 0.02% 548
2025
Q2 		$147K Buy
+14,333
New +$151K 0.02% 552

Other funds holding THW

Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Commonwealth Equity Services
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

Institute for Wealth Management's THW Position: Q1 2026 in Review

Institute for Wealth Management held its abrdn World Healthcare Fund (THW) position steady in Q1 2026 at 14,333 shares worth $167K. The position accounts for 0.02% of the portfolio, ranked #534.

Institute for Wealth Management first reported a position in THW in Q2 2025 and has held it in 4 quarters since. The position peaked at $183K in Q4 2025. 84 funds tracked by Wall St. Rank hold THW as of Q1 2026.

  • Institute for Wealth Management held 14,333 shares of abrdn World Healthcare Fund worth $167K as of Q1 2026.
  • Institute for Wealth Management left its abrdn World Healthcare Fund share count unchanged in Q1 2026.
  • abrdn World Healthcare Fund made up 0.02% of Institute for Wealth Management's portfolio in Q1 2026, its #534 holding.
  • Institute for Wealth Management first reported a position in abrdn World Healthcare Fund in Q2 2025 and has held it in 4 quarters since.
  • Institute for Wealth Management's abrdn World Healthcare Fund position peaked at $183K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q1 2026.

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