SS
THW

Sunbelt Securities’s abrdn World Healthcare Fund THW Stock Holding History

Sunbelt Securities’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
Q1 		$6.78K Hold
581
– – ﹤0.01% 1592
2025
Q4 		$7.42K Hold
581
– – ﹤0.01% 1520
2025
Q3 		$7.32K Hold
581
– – ﹤0.01% 1525
2025
Q2 		$6.4K Hold
581
– – ﹤0.01% 1396
2025
Q1 		$6.7K Hold
581
– – ﹤0.01% 1351
2024
Q4 		$6.42K Buy
+581
New +$7.08K ﹤0.01% 1396

Other funds holding THW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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 $71.6B AUM 21.08% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Sunbelt Securities's THW Position: Q1 2026 in Review

Sunbelt Securities held its abrdn World Healthcare Fund (THW) position steady in Q1 2026 at 581 shares worth $6.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

Sunbelt Securities first reported a position in THW in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.42K in Q4 2025. 84 funds tracked by Wall St. Rank hold THW as of Q1 2026.

  • Sunbelt Securities held 581 shares of abrdn World Healthcare Fund worth $6.78K as of Q1 2026.
  • Sunbelt Securities left its abrdn World Healthcare Fund share count unchanged in Q1 2026.
  • abrdn World Healthcare Fund made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1592 holding.
  • Sunbelt Securities first reported a position in abrdn World Healthcare Fund in Q4 2024 and has held it in 6 quarters since.
  • Sunbelt Securities's abrdn World Healthcare Fund position peaked at $7.42K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.