SWP
THW

Significant Wealth Partners’s abrdn World Healthcare Fund THW Stock Holding History

Significant Wealth Partners’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 		$1.98M Buy
147,758
+2,577
+2% +$32.4K 2.14% 11
2026
Q1 		$1.69M Buy
+145,181
New +$1.81M 2.09% 21
2024
Q1 		– Sell
-94,630
Closed -$1.1M – 192
2023
Q4 		$1.1M Buy
+94,630
New +$1.06M 0.8% 39

Other funds holding THW

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Significant Wealth Partners's THW Position: Q2 2026 in Review

Significant Wealth Partners increased its abrdn World Healthcare Fund (THW) stake by 1.8% in Q2 2026, buying an estimated $32.4K and bringing the position to 147,758 shares worth $1.98M. The position accounts for 2.14% of the portfolio, ranked #11.

Significant Wealth Partners first reported a position in THW in Q4 2023 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold THW as of Q2 2026.

  • Significant Wealth Partners held 147,758 shares of abrdn World Healthcare Fund worth $1.98M as of Q2 2026.
  • Significant Wealth Partners bought 2,577 abrdn World Healthcare Fund shares in Q2 2026, an estimated $32.4K.
  • abrdn World Healthcare Fund made up 2.14% of Significant Wealth Partners's portfolio in Q2 2026, its #11 holding.
  • Significant Wealth Partners first reported a position in abrdn World Healthcare Fund in Q4 2023 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.