Jones Financial Companies
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Jones Financial Companies’s abrdn World Healthcare Fund THW Stock Holding History

Jones Financial Companies’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 		– Sell
-151
Closed -$1.72K – 5164
2026
Q1 		$1.72K Buy
+151
New +$1.88K ﹤0.01% 4194
2025
Q1 		– Sell
-1,061
Closed -$11.7K – 3861
2024
Q4 		$11.7K Buy
+1,061
New +$12.9K ﹤0.01% 2462

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LPL Financial
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Janney Montgomery Scott
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CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 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

Jones Financial Companies's THW Position: Q2 2026 in Review

Jones Financial Companies sold out of abrdn World Healthcare Fund (THW) in Q2 2026, closing a stake of 151 shares — an estimated $1.72K sold.

Jones Financial Companies first reported a position in THW in Q4 2024 and held it in 2 quarters. The position peaked at $11.7K in Q4 2024. 78 funds tracked by Wall St. Rank hold THW as of Q2 2026.

  • Jones Financial Companies reported no remaining abrdn World Healthcare Fund position as of Q2 2026 after selling out during the quarter.
  • Jones Financial Companies sold 151 abrdn World Healthcare Fund shares in Q2 2026, an estimated $1.72K.
  • Jones Financial Companies first reported a position in abrdn World Healthcare Fund in Q4 2024 and held it in 2 quarters.
  • Jones Financial Companies's abrdn World Healthcare Fund position peaked at $11.7K in Q4 2024.
  • 78 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.