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

Kingswood 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	$183K	Buy	13,647 +38	+0.3%	+$478	0.01%	957
2026 Q1	$159K	Sell	13,609 -948	-7%	-$11.8K	0.01%	892
2025 Q4	$186K	Buy	+14,557	New	+$185K	0.01%	832
2025 Q1	–	Sell	-16,000	Closed	-$176K	–	817
2024 Q4	$176K	Buy	+16,000	New	+$195K	0.01%	747

Other funds holding THW

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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

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

Kingswood Wealth Advisors increased its abrdn World Healthcare Fund (THW) stake by 0.28% in Q2 2026, buying an estimated $478 and bringing the position to 13,647 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #957.

Kingswood Wealth Advisors first reported a position in THW in Q4 2024 and has held it in 4 quarters since. The position peaked at $186K in Q4 2025. 79 funds tracked by Wall St. Rank hold THW as of Q2 2026.

Kingswood Wealth Advisors held 13,647 shares of abrdn World Healthcare Fund worth $183K as of Q2 2026.
Kingswood Wealth Advisors bought 38 abrdn World Healthcare Fund shares in Q2 2026, an estimated $478.
abrdn World Healthcare Fund made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #957 holding.
Kingswood Wealth Advisors first reported a position in abrdn World Healthcare Fund in Q4 2024 and has held it in 4 quarters since.
Kingswood Wealth Advisors's abrdn World Healthcare Fund position peaked at $186K in Q4 2025.
79 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.