Summit Financial’s abrdn Healthcare Opportunities Fund THQ Stock Holding History

Summit Financial’s Portfolio THQ Stock Details THQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$753K	Buy	40,225 +571	+1%	+$10.4K	0.01%	945
2026 Q1	$666K	Sell	39,654 -681	-2%	-$12.8K	0.01%	915
2025 Q4	$779K	Sell	40,335 -2,321	-5%	-$42.6K	0.01%	743
2025 Q3	$738K	Sell	42,656 -3,787	-8%	-$64.5K	0.01%	749
2025 Q2	$854K	Buy	46,443 +29,245	+170%	+$543K	0.02%	446
2025 Q1	$355K	Buy	17,198 +1,662	+11%	+$34K	0.01%	580
2024 Q4	$296K	Buy	+15,536	New	+$321K	0.01%	542

Other funds holding THQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.1B AUM 11.31% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Summit Financial's THQ Position: Q2 2026 in Review

Summit Financial increased its abrdn Healthcare Opportunities Fund (THQ) stake by 1.4% in Q2 2026, buying an estimated $10.4K and bringing the position to 40,225 shares worth $753K. The position accounts for 0.01% of the portfolio, ranked #945.

Summit Financial first reported a position in THQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $854K in Q2 2025. 97 funds tracked by Wall St. Rank hold THQ as of Q2 2026.

Summit Financial held 40,225 shares of abrdn Healthcare Opportunities Fund worth $753K as of Q2 2026.
Summit Financial bought 571 abrdn Healthcare Opportunities Fund shares in Q2 2026, an estimated $10.4K.
abrdn Healthcare Opportunities Fund made up 0.01% of Summit Financial's portfolio in Q2 2026, its #945 holding.
Summit Financial first reported a position in abrdn Healthcare Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
Summit Financial's abrdn Healthcare Opportunities Fund position peaked at $854K in Q2 2025.
97 funds tracked by Wall St. Rank held abrdn Healthcare Opportunities Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.