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Leavell Investment Management’s abrdn Healthcare Opportunities Fund THQ Stock Holding History

Leavell Investment Management’s Portfolio THQ Stock Details THQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,731
Closed -$242K – 589
2025
Q1 		$242K Hold
11,731
– – 0.01% 502
2024
Q4 		$223K Buy
11,731
+1,000
+9% +$20.7K 0.01% 508
2024
Q3 		$237K Buy
+10,731
New +$229K 0.01% 497

Other funds holding THQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.1B AUM 11.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Leavell Investment Management's THQ Position: Q2 2025 in Review

Leavell Investment Management sold out of abrdn Healthcare Opportunities Fund (THQ) in Q2 2025, closing a stake of 11,731 shares — an estimated $242K sold.

Leavell Investment Management first reported a position in THQ in Q3 2024 and held it in 3 quarters. The position peaked at $242K in Q1 2025. 98 funds tracked by Wall St. Rank hold THQ as of Q2 2025.

  • Leavell Investment Management reported no remaining abrdn Healthcare Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Leavell Investment Management sold 11,731 abrdn Healthcare Opportunities Fund shares in Q2 2025, an estimated $242K.
  • Leavell Investment Management first reported a position in abrdn Healthcare Opportunities Fund in Q3 2024 and held it in 3 quarters.
  • Leavell Investment Management's abrdn Healthcare Opportunities Fund position peaked at $242K in Q1 2025.
  • 98 funds tracked by Wall St. Rank held abrdn Healthcare Opportunities Fund as of Q2 2025.

Based on Leavell Investment Management's 13F filing for Q2 2025, filed 31 Jul 2025.