PFO
THW

PMG Family Office’s abrdn World Healthcare Fund THW Stock Holding History

PMG Family Office’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 		$393K Buy
29,295
+1,851
+7% +$23.3K 0.36% 79
2026
Q1 		$320K Buy
27,444
+3,690
+16% +$46K 0.36% 79
2025
Q4 		$304K Sell
23,754
-4,177
-15% -$53.1K 0.35% 81
2025
Q3 		$352K Buy
+27,931
New +$314K 0.39% 78

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

PMG Family Office's THW Position: Q2 2026 in Review

PMG Family Office increased its abrdn World Healthcare Fund (THW) stake by 6.7% in Q2 2026, buying an estimated $23.3K and bringing the position to 29,295 shares worth $393K. The position accounts for 0.36% of the portfolio, ranked #79.

PMG Family Office first reported a position in THW in Q3 2025 and has held it in 4 quarters since. 79 funds tracked by Wall St. Rank hold THW as of Q2 2026.

  • PMG Family Office held 29,295 shares of abrdn World Healthcare Fund worth $393K as of Q2 2026.
  • PMG Family Office bought 1,851 abrdn World Healthcare Fund shares in Q2 2026, an estimated $23.3K.
  • abrdn World Healthcare Fund made up 0.36% of PMG Family Office's portfolio in Q2 2026, its #79 holding.
  • PMG Family Office first reported a position in abrdn World Healthcare Fund in Q3 2025 and has held it in 4 quarters since.
  • 79 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q2 2026.

Based on PMG Family Office's 13F filing for Q2 2026, filed 16 Jul 2026.