JWA
THW

JFS Wealth Advisors’s abrdn World Healthcare Fund THW Stock Holding History

JFS Wealth Advisors’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
Q2 		$67 Buy
+5
New +$63 ﹤0.01% 2225
2019
Q1 		– Sell
-428
Closed -$5K – 476
2018
Q4 		$5K Buy
+428
New +$5.56K ﹤0.01% 392

Other funds holding THW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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 $79.5B AUM 27.1% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

JFS Wealth Advisors's THW Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in abrdn World Healthcare Fund (THW) in Q2 2026: 5 shares worth $67. The stake represents ﹤0.01% of the portfolio and ranks #2225 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in THW as recently as Q4 2018.

JFS Wealth Advisors first reported a position in THW in Q4 2018 and has held it in 2 quarters since. The position peaked at $5K in Q4 2018. 79 funds tracked by Wall St. Rank hold THW as of Q2 2026.

  • JFS Wealth Advisors held 5 shares of abrdn World Healthcare Fund worth $67 as of Q2 2026.
  • abrdn World Healthcare Fund was a new JFS Wealth Advisors position in Q2 2026.
  • abrdn World Healthcare Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2225 holding.
  • JFS Wealth Advisors first reported a position in abrdn World Healthcare Fund in Q4 2018 and has held it in 2 quarters since.
  • JFS Wealth Advisors's abrdn World Healthcare Fund position peaked at $5K in Q4 2018.
  • 79 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.