TWPM
THW

Total Wealth Planning & Management’s abrdn World Healthcare Fund THW Stock Holding History

Total Wealth Planning & Management’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
2025
Q2 		– Sell
-26,331
Closed -$304K – 239
2025
Q1 		$304K Buy
+26,331
New +$311K 0.29% 133

Other funds holding THW

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Total Wealth Planning & Management's THW Position: Q2 2025 in Review

Total Wealth Planning & Management sold out of abrdn World Healthcare Fund (THW) in Q2 2025, closing a stake of 26,331 shares — an estimated $304K sold.

Total Wealth Planning & Management first reported a position in THW in Q1 2025 and held it in 1 quarter. The position peaked at $304K in Q1 2025. 78 funds tracked by Wall St. Rank hold THW as of Q2 2025.

  • Total Wealth Planning & Management reported no remaining abrdn World Healthcare Fund position as of Q2 2025 after selling out during the quarter.
  • Total Wealth Planning & Management sold 26,331 abrdn World Healthcare Fund shares in Q2 2025, an estimated $304K.
  • Total Wealth Planning & Management first reported a position in abrdn World Healthcare Fund in Q1 2025 and held it in 1 quarter.
  • Total Wealth Planning & Management's abrdn World Healthcare Fund position peaked at $304K in Q1 2025.
  • 78 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.