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

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
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 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. 79 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.
  • 79 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.