SWM
THW

SeaCrest Wealth Management’s abrdn World Healthcare Fund THW Stock Holding History

SeaCrest Wealth Management’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 		$200K Buy
14,926
+714
+5% +$8.97K 0.02% 530
2026
Q1 		$166K Sell
14,212
-613
-4% -$7.64K 0.02% 619
2025
Q4 		$192K Sell
14,825
-267
-2% -$3.4K 0.02% 610
2025
Q3 		$195K Buy
15,092
+1,247
+9% +$14K 0.02% 603
2025
Q2 		$142K Buy
13,845
+933
+7% +$9.81K 0.02% 599
2025
Q1 		$149K Buy
+12,912
New +$152K 0.02% 636
2023
Q1 		– Sell
-14,320
Closed -$210K – 669
2022
Q4 		$210K Sell
14,320
-1,075
-7% -$15.2K 0.03% 545
2022
Q3 		$198K Buy
15,395
+25
+0.2% +$368 0.03% 553
2022
Q2 		$221K Sell
15,370
-2,751
-15% -$42.2K 0.03% 569
2022
Q1 		$276K Buy
18,121
+7,063
+64% +$104K 0.03% 541
2021
Q4 		$180K Sell
11,058
-2,757
-20% -$45.3K 0.02% 665
2021
Q3 		$227K Buy
13,815
+1,087
+9% +$18.3K 0.03% 585
2021
Q2 		$209K Buy
+12,728
New +$201K 0.03% 637
2021
Q1 		– Sell
-10,853
Closed -$172K – 682
2020
Q4 		$172K Buy
10,853
+650
+6% +$9.74K 0.02% 582
2020
Q3 		$146K Buy
+10,203
New +$148K 0.02% 544

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

SeaCrest Wealth Management's THW Position: Q2 2026 in Review

SeaCrest Wealth Management increased its abrdn World Healthcare Fund (THW) stake by 5% in Q2 2026, buying an estimated $8.97K and bringing the position to 14,926 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #530.

SeaCrest Wealth Management first reported a position in THW in Q3 2020 and has held it in 15 quarters since. The position peaked at $276K in Q1 2022. 78 funds tracked by Wall St. Rank hold THW as of Q2 2026.

  • SeaCrest Wealth Management held 14,926 shares of abrdn World Healthcare Fund worth $200K as of Q2 2026.
  • SeaCrest Wealth Management bought 714 abrdn World Healthcare Fund shares in Q2 2026, an estimated $8.97K.
  • abrdn World Healthcare Fund made up 0.02% of SeaCrest Wealth Management's portfolio in Q2 2026, its #530 holding.
  • SeaCrest Wealth Management first reported a position in abrdn World Healthcare Fund in Q3 2020 and has held it in 15 quarters since.
  • SeaCrest Wealth Management's abrdn World Healthcare Fund position peaked at $276K in Q1 2022.
  • 78 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.