TWM
THQ

Tradition Wealth Management’s abrdn Healthcare Opportunities Fund THQ Stock Holding History

Tradition Wealth Management’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
Q1 		$281K Sell
16,740
-1,571
-9% -$29.5K 0.02% 402
2025
Q4 		$350K Sell
18,311
-3,704
-17% -$68K 0.03% 351
2025
Q3 		$381K Buy
22,015
+144
+0.7% +$2.45K 0.03% 328
2025
Q2 		$402K Buy
21,871
+1,307
+6% +$24.3K 0.03% 301
2025
Q1 		$424K Sell
20,564
-1,584
-7% -$32.4K 0.04% 278
2024
Q4 		$418K Buy
22,148
+6,041
+38% +$125K 0.04% 275
2024
Q3 		$356K Buy
16,107
+128
+0.8% +$2.74K 0.03% 296
2024
Q2 		$326K Sell
15,979
-173
-1% -$3.44K 0.03% 299
2024
Q1 		$325K Sell
16,152
-327
-2% -$6.29K 0.03% 295
2023
Q4 		$298K Sell
16,479
-24,092
-59% -$408K 0.03% 274
2023
Q3 		$689K Sell
40,571
-3,568
-8% -$66.3K 0.08% 144
2023
Q2 		$842K Sell
44,139
-11
-0% -$207 0.1% 133
2023
Q1 		$828K Buy
44,150
+838
+2% +$16K 0.1% 126
2022
Q4 		$858K Buy
43,312
+2,627
+6% +$51.8K 0.12% 117
2022
Q3 		$737K Sell
40,685
-3,542
-8% -$70.9K 0.11% 126
2022
Q2 		$882K Buy
44,227
+76
+0.2% +$1.59K 0.13% 117
2022
Q1 		$983K Sell
44,151
-775
-2% -$17.3K 0.13% 128
2021
Q4 		$1.15M Buy
44,926
+1,067
+2% +$25.6K 0.14% 125
2021
Q3 		$993K Buy
43,859
+1,166
+3% +$28.1K 0.14% 122
2021
Q2 		$986K Buy
42,693
+4,997
+13% +$115K 0.15% 122
2021
Q1 		$819K Buy
37,696
+15,171
+67% +$318K 0.14% 118
2020
Q4 		$459K Buy
+22,525
New +$430K 0.09% 157

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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Tradition Wealth Management's THQ Position: Q1 2026 in Review

Tradition Wealth Management reduced its abrdn Healthcare Opportunities Fund (THQ) stake by 8.6% in Q1 2026, selling an estimated $29.5K and leaving 16,740 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #402.

Tradition Wealth Management first reported a position in THQ in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.15M in Q4 2021. 88 funds tracked by Wall St. Rank hold THQ as of Q1 2026.

  • Tradition Wealth Management held 16,740 shares of abrdn Healthcare Opportunities Fund worth $281K as of Q1 2026.
  • Tradition Wealth Management sold 1,571 abrdn Healthcare Opportunities Fund shares in Q1 2026, an estimated $29.5K.
  • abrdn Healthcare Opportunities Fund made up 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #402 holding.
  • Tradition Wealth Management first reported a position in abrdn Healthcare Opportunities Fund in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's abrdn Healthcare Opportunities Fund position peaked at $1.15M in Q4 2021.
  • 88 funds tracked by Wall St. Rank held abrdn Healthcare Opportunities Fund as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.