Shaker Financial Services’s abrdn World Healthcare Fund THW Stock Holding History

Shaker Financial Services’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 Q3	–	Sell	-16,080	Closed	-$215K	–	165
2026 Q2	$215K	Buy	+16,080	New	+$202K	0.07%	134
2020 Q2	–	Sell	-21,400	Closed	-$244K	–	180
2020 Q1	$244K	Buy	+21,400	New	+$280K	0.16%	133

Other funds holding THW

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Shaker Financial Services's THW Position: Q3 2026 in Review

Shaker Financial Services sold out of abrdn World Healthcare Fund (THW) in Q3 2026, closing a stake of 16,080 shares — an estimated $215K sold.

Shaker Financial Services first reported a position in THW in Q1 2020 and held it in 2 quarters. The position peaked at $244K in Q1 2020. 4 funds tracked by Wall St. Rank hold THW as of Q3 2026.

Shaker Financial Services reported no remaining abrdn World Healthcare Fund position as of Q3 2026 after selling out during the quarter.
Shaker Financial Services sold 16,080 abrdn World Healthcare Fund shares in Q3 2026, an estimated $215K.
Shaker Financial Services first reported a position in abrdn World Healthcare Fund in Q1 2020 and held it in 2 quarters.
Shaker Financial Services's abrdn World Healthcare Fund position peaked at $244K in Q1 2020.
4 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q3 2026.

Based on Shaker Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.