SWGC
THQ

Summit Wealth Group (Colorado)’s abrdn Healthcare Opportunities Fund THQ Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-1,310
Closed -$294K – 460
2025
Q3 		$294K Buy
+1,310
New +$22.3K 0.05% 194

Other funds holding THQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Summit Wealth Group (Colorado)'s THQ Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of abrdn Healthcare Opportunities Fund (THQ) in Q4 2025, closing a stake of 1,310 shares — an estimated $294K sold.

Summit Wealth Group (Colorado) first reported a position in THQ in Q3 2025 and held it in 1 quarter. The position peaked at $294K in Q3 2025. 92 funds tracked by Wall St. Rank hold THQ as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining abrdn Healthcare Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,310 abrdn Healthcare Opportunities Fund shares in Q4 2025, an estimated $294K.
  • Summit Wealth Group (Colorado) first reported a position in abrdn Healthcare Opportunities Fund in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s abrdn Healthcare Opportunities Fund position peaked at $294K in Q3 2025.
  • 92 funds tracked by Wall St. Rank held abrdn Healthcare Opportunities Fund as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.