SFS
THW

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
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

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

Shaker Financial Services's THW Position: Q2 2026 in Review

Shaker Financial Services opened a new position in abrdn World Healthcare Fund (THW) in Q2 2026: 16,080 shares worth $215K. The stake represents 0.07% of the portfolio and ranks #134 among its holdings. This is a return to the name: Shaker Financial Services previously reported a position in THW as recently as Q1 2020.

Shaker Financial Services first reported a position in THW in Q1 2020 and has held it in 2 quarters since. The position peaked at $244K in Q1 2020. 79 funds tracked by Wall St. Rank hold THW as of Q2 2026.

  • Shaker Financial Services held 16,080 shares of abrdn World Healthcare Fund worth $215K as of Q2 2026.
  • abrdn World Healthcare Fund was a new Shaker Financial Services position in Q2 2026.
  • abrdn World Healthcare Fund made up 0.07% of Shaker Financial Services's portfolio in Q2 2026, its #134 holding.
  • Shaker Financial Services first reported a position in abrdn World Healthcare Fund in Q1 2020 and has held it in 2 quarters since.
  • Shaker Financial Services's abrdn World Healthcare Fund position peaked at $244K in Q1 2020.
  • 79 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.